Alert types

An organisation can mange alert types by enabling or disabling pre-defined options. Additionally, custom alert types can be added or deleted as needed.

In this article we'll cover how to:

• enable or disable alert type.
• add a custom payment method.
• delete a custom payment method.

Only users with the correct permissions can configure alert types. If you think you should have permission to perform such an action please contact the organisation owner.

Enable or disable alert types

• Navigate to Organisation settings. 
• Locate and click the Alerts section of the settings.
• Click the Edit icon next to the Alert types.

• Select which pre-defined Alert types to enable or disable.

Example: Enable Review, General follow up and Phone Call, disable the others as needed.

Add a custom alert type

• Click the Add custom alert type button.
• Enter the name of the new alert type.
• Click Submit to save.

Custom alert types are always enabled and cannot be disabled like the pre-defined types.

Delete a custom alert type

• Locate the custom alert type you want to delete. 
• Click the Delete iconnext to it. 

• You'll be shown a warning message.  

• Click Delete to confirm and delete the alert type.

You can add a deleted alert type again anytime by following steps to Add a new custom alert type.