Call Attention to Critical Account Information With Alert Notes

What do you do with information you need all staff to know? It may be that a major donor will only talk to the Director of Development and no one else. Maybe it's that a board member will only answer to one nickname. Or it may be about an overdue pledge that needs to be addressed as soon as possible. If you have a piece of information that is critical to how you communicate with a donor or handle their gifts, use an Alert Note to notify everyone accessing that account.

 

Alert Notes pop up in a new window when you open an account through Account Management, Account Overview, and Gift Entry. But use caution when using Alert Notes. Too many unnecessary alerts may cause your colleagues to disregard them before reading if they do not think the information will be important.

 

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Any Note can be made an Alert Note by checking the Alert box on the Note.

 

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Alternatively you can make all Notes "Alert Notes" by checking the Alert box on the Note Type in the Note Types Table (FRNTETAB). Go to File > Open > Data Management > Code Tables to find the Note Types Table.

 

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