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37.4 Register Item Notifications |
  
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37.4 Register Item Notifications |
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37.4.1 To create/edit register item notifications:
See "Main" -> click "Business Contact"
Go to the company you are interested in
Click the "Register" button
Click the "Add Item" button
Pick a register type in the "Type" list
Enter the date when the notification to appear
Click "OK" to create the register item
Field descriptions:
"Status" - Optional. See "Define Notify Status"
"Notify" - Pick the group or employee to send the notification
"Notify Time" - exact time the notification pops up. Supersedes the Setup configuration. Requires Microsoft Exchange and Outlook
"Remind Them" - day, hour & minute prior to the actual notification. Requires Microsoft Exchange and Outlook
"Subject" - Enter the brief description of the notification
"Body" - Enter the details of the notification
Attach screenshots, images, documents and other files that relate to this register item
Click the "Browse" button to attach files
If you have the file explorer already opened, drag the files you want to attach and drop them into the register item