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.