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Using the Alerts List

How to steps for using the Alerts List on the Contract Logix homepage

Justin Tryon avatar
Written by Justin Tryon
Updated over 5 months ago

Understanding the Alerts List

The Alerts icon in the toolbar shows you how many In System Alerts you have. The icon is a bell with a number.

  • Hover over or click on the icon to open the Alerts (aka Notifications) list.

  • Each entry contains the Record Type and ID#, Title, and information about alert dates and recurrence.

  • Overdue alerts are flagged "Past Due".

  • Click on an Alert to open the associated record.

  • To remove an Alert from the list, hover onto the entry in the list and click the β€œX”.

  • To export the Alert list as PDF, click the icon.

For more information on Alerts, click the How to Add an Alert link.

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