Account - Alerts
The Alerts tab allows you to specify different types of alerts for the account. The alerts then appear on the dashboard for the specified period. You can set an alert for any follow up action that needs to be taken for the account. For example, an alert for setting a reminder for the bill payment of the account. This tab contains the following fields:
| Field Name | Field Description | Mandatory (Yes or No) |
|---|---|---|
| Alert Type | Used to indicate the alert type. Note: The list includes only
those alert types which are already defined in the system.
|
Yes (Conditional) Note: This field is required when you are
defining an alert for the account.
|
| Start Date | Used to specify the date from when the alert is displayed
on the dashboard for the account. Note: You can either manually specify
the date or select it using the Date Picker (
 ) icon corresponding to the field. |
Yes (Conditional) Note: This field is required when you are
defining an alert for the account.
|
| End Date | Used to specify the date till when the alert is displayed
on the dashboard for the account. Note:
If you do not specify any value for this field, the system, by default, calculates the alert end date using the alert start date and the number of alert days specified for the respective alert type. You can either manually specify
the date or select it using the Date Picker ( |
No |