Account Alerts are used to relay important information internally to staff regarding a Client’s Account. These Alerts will display within multiple areas of Instinct, but will never be displayed on PDF’s that are created for the client or rDVM. Click here to learn more about using Alerts in Instinct.
Any user with the “admin_account_alerts” permission can manage Account Alerts in Admin.
Adding New Account Alerts
New Account Alerts can be created by clicking on the “+New Account Alert” button at the top of the Account Alert admin page.
Create a Label and then click “Save”.
Editing An Account Alert
To edit an Account Alert, click on the Account Alert Label to open the Alert Form for editing. Click on “Save” when finished.
To delete an Account Alert click on the “X” on the far right (as shown above).
If the Account Alert is not currently associated with any Client Accounts, a warning will appear (see below) and upon clicking on ‘Confirm’, the Account Alert will be deleted.
If the Account Alert is currently associated with any Client Accounts, a warning will appear (see below).
Upon clicking on ‘Confirm’, the Account Alert will be deactivated (displays in gray) and a deactivated date will appear to the right of the Account Alert.
To reactivate an Account Alert, click on the deactivated Account Alert to edit and move the Active toggle from off (black) to on (orange). Once saved, the label will display in bold again with the other active labels.
