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Use these instructions when creating a note on an account that all users should be alerted to for future contacts. This can be used for notifying other users of fraud situations or other important information.
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Customer Alert Notes, also referred to as CTM alerts, will pop-up every time any user searches and selects the account. Please reserve this to only be used in situations that are very important. |
How to Create a Customer Alert Note
- From the Customer Service ribbon, select Notes
- The Customer Notes dialog box will appear. If the customer was already selected, their notes will appear. If the customer was not already selected, enter or search for the customer number.
- Click Add
- The Notes Detail dialog box will appear. Under System Name, enter CTM
In the note text box, enter the text for the note
- Click OK
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When the account is later selected by a user, the Customer Notes dialog box will automatically appear with the customer alert note |