Support Center

Pop-Up Messages When Creating Tickets For A Client

Last Updated: Feb 13, 2017 01:19PM UTC
NOTE: The pop-up alert feature is used to inform employees of any information that should be known about a particular client. Every time this client is accessed in the software, the pop-up alert will be flashed to the screen.

  • To edit the pop-up alert, go to the Clients Screen (F7 on keyboard).
  • Double click on the client that you wish to configure a pop-up alert for.

  • In the Client Information window, in the bottom right hand corner you will find the Miscellaneous section. Here, you will find a box titled Comments and a tick box titled Show comment when creating or editing a ticket.

  • Type in the box what you would like the alert to display for that particular client. When finished, click Save in the bottom right of the box.

  • Now, when creating a ticket for said client, the message typed will appear on the screen.

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