Customer alerts and notifcations
Learn how to manage customer alerts and notfications
Manage customer alerts and notifications
Library staff can view, edit and add customer alerts and comments in the Wise console. Alerts will also display at the the customer summary panel when an account is accessed.
Note:These messages are the same comments and alerts that are set and viewed in the Wise client, on the Notifications tab.
To view, edit and add alerts and comments in the console:
- Sign into the Wise console.
- Go to Customers and search for a customer account.
- Select a customer record. If there are already alerts or comments on the customer account, they will display along the top of the record when opened. Note: These alerts or comments can be dismissed by clicking the X or by navigating to a different tab on the customer's record. The Active Messages alert in the (left) summary panel will remain visible throughout the session, as long as there are alerts on the record.
- Click View in the left panel or Edit at the top of the screen to go directly to the alerts, or navigate to the Communication tab.
Edit or add custom alerts
- Click directly into the Active Alerts (public) text box.
- Make changes.
- Click Save.
Add a pre-defined message
- Click into the text field where you want to add the message. A selection box appears at the top of the screen.
- Select a pre-defined message from the drop-down list.
- Click Add. The text is added to the selected box.
- Click Save.