How to Add Client Alerts

Q: How can we add client alerts?

A: To add client alerts, follow these steps:

1. Permissions Requirement: Ensure you have the "View Client Alerts" and "Manage Client Alerts" permissions assigned to your user account.

2. Navigate to Client Profile:

   • Go to the client list view under the client module screen.
   • Select the client profile for whom you want to add alerts.

3. Access Settings Tab:

   • Within the client profile, navigate to the settings tab.

4. Client Alerts Section:

   • In the settings tab, locate the section labeled "Client Alerts".

5. Manage Alerts:

   • Here, you can view existing alerts associated with the client.
   • If you have the "Manage Client Alerts" permission, you can add, edit, or delete alerts as needed.

6. Alerts Functionality:

   • Once an alert is added for a client, any shifts allocated to that client will display these alerts.
   • Resource users with the "View Client Alerts" permission will be able to see these alerts associated with the client.