Setting Alerts
Go to the Customer Tab within MediBooks.
Search for the Customer/Business required (Details of how to search are available in Searching)
Select the Customer you wish to Link by Clicking on the Customer. Once you have selected the Customer, Click [Modify] and select [Alerts].
This will open a screen showing any existing Alerts for the selected Customer.
To create a new Alert, Click the [New Alert] Button.
A Pop-Up screen will appear with the following options:
You will have the option to show the Alert either:
• On Selection of the Customer
• On creation of an Invoice
• On Creation of a Payment
You will also have the choice of what Severity the Alert requires:
• Info – For Information purposes only
• Warning
• Severe
Type the Alert into the Dialogue box provided, then Click [OK]. The Alert should now appear on the main Customer Alerts screen as shown:
Once you are satisfied that the Alert has been set correctly, Click [Save].
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