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.
Any user with the admin_account_alerts permission can manage Account Alerts in Admin.
Click here to learn more about using Alerts in Instinct.
Adding new account alerts
Follow these steps to create a new Account Alerts.
Click on the +New Account Alert button at the top of the Account Alert admin page.
Create a Label and then click save.
Edit or delete an account alert
Here are the easy steps to edit or delete an account alert:
Edit an account alert
lick on the Account Alert Label to open the Alert Form for editing.
Click on save when finished.
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.
Reactivate an account alert
To reactivate an Account Alert:
Click the deactivated Account Alert (gray label).
Toggle Active from off (black) to on (orange).
Click Save.
