Extra alerts help you stay informed about important client or staff extras, such as upcoming expirations, anniversaries, or date‑based actions. You might use these alerts to ensure compliance, track renewals, or notify relevant users before or after key dates. Alerts are sent by email to selected users based on the rules you configure.
To set up an extra alert, follow these steps:
Click Setup.
Click Extras.
Click Client or Staff/Supplier.
Click Alerts.
Click Add.
Enter a message in the Alert message field to explain the alert in the email.
Enter the number of days in the Days field.
Choose when to generate the alert, for example:
Before anniversary.
After a date.
Before expiration.
Set the Extra the alert should apply to.
Select the users who should receive the alert.
Click Save changes.