Notifier
The notifier contains all information related to individual activities created within each module.
Record Type
The type of record as per module.
Description
Description of the notifier, this can be automated from the creation of the notifier or input manually.
Activity Date
Date the notifier is active. Green = within time, Orange = early notification of expiry date, days setup within Notifier Warnings, Red = activity has exceeded its expiry date.
Date Created
Date the notifier was created
Date Closed
Date the notifier was closed
Notes
Notes applied to the notifier
Action Against
Who is responsible for this notifier
Notifier Toolbar
See Toolbars for complete description of toolbar. In addition to the toolbar buttons it is possible to sort the notifier by either Activity Date or Record Type.
Notifier Buttons
This button will open the original activity, highlight the activity to open in the notifier screen then click on the Go to Originating Record.
Select this button to create a notifier without the need to use the relevant module or open and edit an existing notifier, this is very useful when wanting to change the automated description.
Select the Delete Notifier button to delete an existing notifier. Please note this only deletes the notifier not the original record
Select the Close Notifier to close an existing notifier, the activity will remain on the notifier screen until deleted.