Click on the on one of the main screens and edit the note field next to the Alert Icon.
Alert Note
This is a note that, when filled in, will place the red Alert Icon on the Main Screen. Clicking on the Icon will show the note.
The note should be short, just a few paragraphs.
The note can be used to point out when a family member has had a traumatic event or a congratulatory event. Recent deaths, divorce, illness and even a marriage may qualify.
See Also
Adding Alert Notes To Organizations
Adding Alert Notes To Individual Contacts
If the note it to expire, put in a line at the end, "Remove after xx/xx/xxxx so that anyone reading it after that date can remove it. |