Alerts

To give a reminder or special instructions to someone about a constituent record, you can set an alert to appear in its profile information. For example, you can set an alert as a reminder to not update the record without first contacting the assigned fundraiser or with instructions to handle a high-priority donor with care.

Tip: When you set the alert, you can choose to have it appear automatically when the record opens. When the alert appears, it shows only its first 256 characters. To view the full alert, select See more.

Each record can have only one alert. Under the profile information, you can view whether an alert exists . To view and manage the alert, select Alert.

  1. On the constituent record, select Add alert under the profile information.

  2. Enter the details or comments of the alert.

  3. To display the alert every time the record opens, select Show automatically.

  4. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

From the constituent record, you can edit the alert as necessary, such as to adjust its details or choose whether it should appear automatically. To edit an alert:

  1. To open the alert, select Alert under the profile information.

  2. Select Edit on the alert.

  3. Adjust its information as necessary.

  4. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To remove an alert from a constituent's record, edit the alert, delete its contents, and select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Tip: To quickly summarize information you find valuable about a constituent, such as their personal details and history with your organization, use a summary note rather than an alert. For information, see Summary Notes.

Tip: To highlight specific rules of contact with constituents, such as No contact on weekends, system admins can set additional alerts for solicit codes. For more information, see Solicit Codes.

Note: In the database view, alerts appear as annotations. If you set business rules to show annotations when records open, they don’t automatically appear as alerts on those records in the web view.