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Alerts are “banners” that appear at the top of every page within a Case’s profile. You can use Alerts to post important or “sticky-note” types of information. 

Alerts can optionally be set to automatically appear and disappear on certain dates. They can also be set to appear indefinitely or until a User manually removes the alert. It is possible to have more than one alert per case.

Create a New Alert

To create a new Alert, use the following steps:

  1. Navigate to the Case Profile for the case that needs an Alert
  2. Click Case Actions to expand the list of actions
  3. Click Manage Alerts
  4. Fill out the fields on the Add Alert Update form:
    1. Alert Title - A brief summary of the alert that displays in bold at the top of the alert banner
    2. Alert Message - The content of the alert
    3. Color Scheme - Select the color to the alert banner
    4. Start Time - Enter the start date and time for when the banner should be displayed
    5. End Time - Enter the end date and time for when the banner should stop displaying
    6. Active: Choose whether the alert is currently active
  5. Click Continue

Edit an Existing Alert

To edit an existing Alert, use the following steps:

  1. Navigate to the Case Profile for the case that needs an Alert
  2. Click Case Actions to expand the list of actions
  3. Click Manage Alerts
  4. Click the Red X  next to an existing alert to delete it
  5. Confirm your intent to delete by clicking Yes, Continue

Delete an Existing Alert

To delete an existing Alert, use the following steps:

  1. Navigate to the Case Profile for the case that needs an Alert
  2. Click Case Actions to expand the list of actions
  3. Click Manage Alerts
  4. Click the Red X  next to an existing alert to delete it
  5. Confirm your intent to delete by clicking Yes, Continue


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