Adding an alert to an account
An alert is a message attached to an account that shows critical information for agency staff. For example, if a customer has repeatedly bounced checks, you can attach an alert that shows a warning when the account is loaded, or when a payment is received for the account.
All active Load Account alerts are displayed in the Summary tab. You can click the button on this panel to open the Account Alerts dialog box, which you an use to view all alerts associated with the account and add and remove alerts. Clicking the View All Alerts link on the Maintenance tab or in the panel will also open the Account Alerts box.
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