How to Add a Customer Level Critical Message
There is an option in Sedona Office to add a Critical Message to a Customer Account. The Critical Message will appear on the Customer Screen when it first opens.
Customer Account
Open the Customer Account that needs to have the Critical Message.
Right-click on Customer Information.
At the bottom of the Screen is the Critical Message section.
Enter the Critical Message.
If the Critical Message should expire on a particular date enter that date in the “Expires On” field. If no date is entered in this field the Critical Message will remain active until a date is entered in that field.
Save.
The edit to the Critical Message will be recorded in the Sedona Event Log
