Manage Accounts

Alerts

Alerts provide a place to collect the Type, Date, Description and parameters relating to Alerts associated with a Record. There is no effective limit to the number of Alerts that can be associated with a record. Each Alerts is assigned a Type and additional Types can be added as desired.

Alerts
What do the background colors of the controls mean?

Type	A dropdown list of available Alert Types. Based on Security access, a small button may appear to the right of the Alert Type list. If it is available, clicking on it will show the form to manage the contents of the list.
Due	Date the Alert is due.
Description	Descriptive text for the Alert
Days Before	The number of days before the Due Date that a Warning will be shown if Warning is selected.
Warning	If selected, a warning message will appear in the appropriate context.
Enforce	If selected, action will be stopped in the specific context if an alert is due.

OK	Accepts the changes on the form. The OK button is activated only after a field has been changed. The changes to the record are no saved to the database until the Save button of the parent record is clicked. Clicking Cancel on the Parent record will discard all changes to all child records.
Cancel	Discards the changes on the form and clears the fields.
Add	Activates the fields to add a new record.
Remove	Removes the record from the displayed set. The removed records are not removed from the database until the Save button of the parent record is clicked. Clicking Cancel on the Parent record will discard all changes to all child records.