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Alerts

Select Follow Ups Options -> New Follow Up.


On the General Tab select type "Alert" and Source "Follow Ups".  Enter a title in the "Subject" field and further details can go in the "Notes" field.  Enter the date required and time.

Assign the alert to users using the "Assign To" tab then Save & Close.


When the date/time the alert is set for is reached the assigned users will have the alert take over the screen displaying the message.

The sender of the alert can review and confirm all recipients have read the alert message.
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