Step 1 - Go to Customer’s Account Page
Step 2 – Scroll down to Account Information section, and click the edit icon next to “Critical Notes”
Step 3 – Type the message you would like to alert into the Critical Notes box. *Please date the message to ensure anyone who accesses the customer’s account can view the most recent update*
Step 4 – To ensure the Alert notification bar pops up, you will need to click the checkbox for “Alert” right under the Critical Notes box.
Step 5 – Review your note and click “save” at the bottom of the page to save any changes made.
Changes are now completed and the alert notification bar will now pop up and display the Critical Notes for the customer’s account, as shown below.
