Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Client Alerts - NZ
TABLE OF CONTENTS
- What are Alerts?
- Adding an Alert to a Client screen
- Removing an Alert from the Client Screen
- Video: Clients: Client Alerts (Australian Version)
What are Alerts?
Alerts are designed to highlight other Chintaro users about potential risks or dangers associated with a Client. Alerts are like Tags (See Solution: Client Tags), but they are designed to highlight potentially dangerous behaviours a Client may exhibit.
Adding an Alert to a Client screen
To add an Alert to a Client screen, from the Home Screen> Clients> Manage Clients> double click on the row of the Client you want to add tags to, then click on the right hand side of the screen.
The Alerts pop up will appear, with a list of Available Alerts on the left, and Selected Alerts on the right. Available Alerts are Alerts that you can select to characterise your Client, and the Selected Alerts are the Alerts that have been applied to the Client’s record.
To add an Alert to a Client record, click on the Alert you want to add from the Available Tags column, and press the button. The Alert will move from the Available Alerts column, to the Selected Alerts column.
To remove an Alert from the Client’s record, click on the Alert you wish to remove from the Selected Alerts column, and click the button. The Alert will now show in the Available Alerts column, and will not show on the Client record.
Once you add an Alert, you will be asked if you would like for this to be automatically added to the Work Order:
When you are finished, press exit to save the changes you have made. Your Alerts will now appear in the Alerts box on the Client and Tenancy records in red, to catch the eye of the Chintaro user.
An Alert warning will also appear in red underneath the Client’s name on the Client and Tenancy Records.
Removing an Alert from the Client Screen
To remove an Alert from a Client screen, click on the right hand side of the screen. The Alerts pop up will appear. Double click on the Alert you would like to remove, so it moves to the 'Available Alerts' on the right hand side. Click Exit to save.
Video: Clients: Client Alerts (Australian Version)
Click here to see next Solution: Adding and Removing Tags and Alerts from the System