Using Auto Alert Within Diary
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STEP 1
From the main menu click Diary & Planner. |
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STEP 2
Click the plus button. |
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STEP 3
Click on the magnifying glass to open the customer database and choose the customer you want to set the alert for. |
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STEP 4
Click the magnifying glass and choose the contact. |
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STEP 5
Click the magnifying glass and select the purpose for the alert, or input custom information in the objective field.
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STEP 6
Click the alert, then click the checkmark at the bottom.
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STEP 7
Go back to your main menu and click on Auto Alerts. |
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STEP 8
This displays recorded alerts.
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