Using Auto Alert Within Diary

STEP 1

From the main menu click Diary & Planner.

STEP 2

Click the plus button.

STEP 3

Click on the magnifying glass to open the customer database and choose the customer you want to set the alert for.

STEP 4

Click the magnifying glass and choose the contact.

STEP 5

Click the magnifying glass and select the purpose for the alert, or input custom information in the objective field.

STEP 6

Click the alert, then click the checkmark at the bottom.

STEP 7

Go back to your main menu and click on Auto Alerts.

STEP 8

This displays recorded alerts.