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Overview
Alerts will most commonly be created in conjunction with a Calendar Appointment or with a Task. They can however be created in isolation as well.
Alerts can be Pop-up messages that appear on screen, a email sent to a user, or a SMS/TXT sent to a person.
Creating an Alert in a Calendar Appointment
When you create a new Calendar Appointment there is a section that allows you to create a "Reminder", these function as alerts. Simply click the Add Reminder button then use the drop down to choose one from the time frame that you would like the alert to go off. Now tick the box next to how you would like to be alerted.
Click the red cross beside a reminder that you have entered to remove it.
Creating an Alert from a Task
When you create a new task there is a section where you can choose to set a reminder alert for that task. Simply choose the lead time that you would like to receive the Alert and tick the box beside how you would like to receive your Alert.
The Alert will be sent to whomever the Task is assigned to.
Creating an Alert Independent of an Appointment or Task
See Matter Alerts
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Creating Popup Alerts for Other Users