How do I add or remove an alert message from a customer? (2025.02)

Setup/Modify Existing Customers

An alert message is a notification or message displayed on the screen to provide information, warnings, or prompts for action. It serves as a way to draw the user's attention to important events or conditions that may require acknowledgement, intervention, or further action.

Adding an alert message

1. Open Connect Accounts Receivable > Customers > Modify Existing Customer.

2. On the Customer tab, click in the Alert Message box, and then type in the text to display as the alert message.

3. Click Save (CTRL+S).

Removing an alert message

1. Open Connect Accounts Receivable > Customers > Modify Existing Customer.

2. On the Customer tab, click in the Alert Message box, and then delete the text.

3. Click Save (CTRL+S).

202411, 205Jan14