Desktop Alerts

🔔 Desktop Alerts Overview

Desktop Alerts are discreet pop-up notifications that appear in the corner of your screen, providing timely updates and reminders. These alerts are sometimes referred to as “toasts” due to their visual style—rising from the bottom of the screen like toast from a toaster.

🧠 What They Can Notify You About

• Appointment reminders

• Task assignments

• Individual Notes or Tasks linked to Contacts or Properties

• Note: Each item must be marked as a Desktop Alert to trigger a notification.

• Incoming telephone calls (requires a TAPI-compliant phone system)

💡 Example Use Cases

🔹 Alert for a Contact Record

You want a reminder to appear every time a specific Contact record is opened.

Steps:

1. Find the Contact

2. Click Note or Task

3. Tick the Desktop Alert option

🔹 Alert for a Landlord’s Properties

You want an alert to appear whenever one of a Landlord’s Property records is viewed.

Steps:

1. Find the Landlord

2. Click Note or Task

3. Tick the Desktop Alert option

4. When prompted, tick Show Desktop Alert On Properties

❌ Removing a Desktop Alert

To disable an alert:

1. Locate the relevant Note or Task

2. Untick the Show Desktop Alert On Properties checkbox

🖱️ Interacting with Alerts

• Click the X in the top-right corner to dismiss the alert

• Click the alert content to open the related item directly and take action