Using the Account Warning Message in CRM
You have the ability to set an alert on a customer so that when a new estimate or order is created for them, it will pope up on screen. The message can be set by anyone with access to CRM which allows flexibility in its use. Whether there is a reminder a customer service rep needs for a specific customer or a comment from accounting that needs to be passed on, the alert is a useful tool.
To add an alert to a customer, under Customer service, there is an option for CRM. Search for and select the customer you wish to add the alert for. On the bottom-left hand corner of the Detail Tab (the one that opens when you access a customer), there is a section entitled “Account Warning”.
To add a message for a client that pops up when creating new estimates or orders for the customer, click the Active checkbox and then type the desired note in the Warning Message box. After you add the message, click the Save & Close button on the customer record.
The next time anyone goes to add a new order or estimate (including using the copy function) for the customer, the message will pop up once the new record is created.
This alert message will help facilitate communication and let others have awareness of important concerns as well as allow the team to give themselves reminders for items needed at the time of order creation. To close the message, the team member may click the OK button and continue with the creation of their estimate or order.