How to Remove 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. Sometimes the Critical Message needs to be removed/deleted so that it no longer appears when opening the Customer Account.
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.
If the “Expires On” field is blank, then enter the date that you want to have the Critical Message stop appearing on the Customer Screen.
Save.
The edit to the Critical Message will be recorded in the Sedona Event Log
