Add Client/Account Alert

To create a new client/account alert, do the following:

1. Click the Alert Type drop-down and select an alert type.

2. In the Client(s) or Account(s) field, click drop-down and select All Clients, Selected Clients, or Selected Accounts.

3. If you select Selected Clients, click the magnifying glass icon. The Find Clients dialog box opens.

4. Click on the desired client(s), then click OK. You are returned to the Add Security Alert dialog box.

5. If you select Selected Accounts, click the magnifying glass icon. The Find Client Account dialog box opens.

6. Click on the desired account(s), then click OK. You are returned to the Add Security Alert dialog box.

7. Click the E-mail notification drop-down and select Yes or No. The default is No.

8. Click The Recurring drop-down and select Yes or No. The default is No.

9. Click The Delete Triggered Alert drop-down and select Never or After 3 months. The default is Never.

10. Click OK or Add Another.