Topic: How to do a Batch Allocation of Alerts to Customers

Index

Batch Allocation of Alert to Customers

Steps:

The Alert Icon field can be dragged from the field chooser, this field then can be used for filtering, sorting, and grouping.

a) Navigate to:

Home > Accounting > Customers > Customer Accounts

b) Select the Alert Icon Expand Button.

c) Select the Alert Icon to be Allocated to selected customers.

d) Select the Customer Accounts.

e) Select the Update button.