How to alert any note

Sometimes you will need to apply an alert to a general or technical note.
That way, when you read the notes, your eye will be drawn to the alert animation to be sure you read it.

There two methods to add alerts to notes.

Method One

  • Go to Clients on main menu
  • Click on the client’s name in the client menu on the right
  • Go to the Notes tab on the top bar menu
  • Click on Create New Note

  • In the note field write your note.
  • Choose either Technical History or General Note depending on the kind of note this is.
  • Then tick the box that says Alert This Note
  • Then Click on Submit

 

Method 2

  • Go to Calendar on main menu
  • Select an appointment and Select Notes tab in the appointment pop up menu
  • Select Create New Note

  • In the note field write your note.
  • Choose either Technical History or General Note depending on the kind of note this is.
  • Then tick the box that says Alert This Note
  • Then Click on Submit