You can link a note or alert to a customer's record and then set a date and time for the note or alert to appear.
Choose one of the following:
Go to Administration > Population Settings > Customers.
Go to Front Desk > Population > Customers.
Search for and select the customer that you want to modify.
Click Change Note / Alert.
Choose one of the following:
To create a new note or alert, click Add New.
To modify an existing note or alert, click the Description of the note or alert.
Select the Note/Alert Type for the note or alert.
Enter a brief Description of the note or alert.
Enter the full text of the note or alert in the Note box.
Choose one of the following:
To specify that this text is a note, leave the This is an alert? checkbox disabled.
To specify that this text is an alert:
Select the This is an alert? checkbox.
Enter the Start and/or End Dates when the alert will be valid, if applicable.
Select the system users that will receive this alert in the Select Users to Alert subsection.
Click Save.
Note: For complete descriptions of the options on this page, click here.
Adding or modifying a note/alert type