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Using the Alerts List

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

Written by Sara Doutt

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 “X”.

  • 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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