This section discusses how to create Public Alerts. For situations when it is necessary to notify your agency or several agencies of a client situation/need, a Public Alert can be created to appear on the client profile page.
To create a Public Alert, go to the Notes tab in the client profile and select Add Alert.
Enter the Public Alert Title, Expiration Date, followed by a Note explaining the nature of the alert. (The Agency field will be automatically entered)
Selecting the Private checkbox will make the Public Alert visible to only staff members in your agency. Not selecting it will make the Public Alert visible to all agencies.
After selecting Add Record, you can verify that the Public Alert is visible on the client’s Profile page.