Create a customised alert to appear when you create an invoice, quote or sales order, and select a specific customer. An effective way to share important information and timely reminders.
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Resolution
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NOTE:
This is feature is available in Sage 50 Accounts v27 and above. Alerts for sales orders are only available in Sage 50 Accounts Professional.
To create an alert:
Open Sage 50 Accounts and select Customers.
Double-click the customer record, or select the customer then choose Edit.
Press Alerts then press New.
Select where you want the alert to display:
Invoices
Quotes
Sales Orders
Select if you want the alert to display as a pop-up message, or be embedded in the window.
Under Description, enter the message you want to appear for the alert.
Press Save.
The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.
TIP:
To amend a custom alert, highlight it, then press Edit.
The next time you create an invoice, quotation or sales order, when you select this customer, your message appears.
EXAMPLE:
Below is how a custom alert appears as a pop-up message.
EXAMPLE:
Below is how a custom alert appears embedded in the window.
TIP:
If you no longer want a custom alert to appear, you can disable or delete it. Read more >
