Creating notifications

Notifications are automatically created when you add notes to records, add notes to accounts or add undertakings to matters. When a notification is created it has a default status of Non-critical and can be viewed by clicking a notification icon. However, the level of importance can be changed. (See Setting critical notifications).

To create a notification:

1. Add a note or create an undertaking.

• To add a note, click the Notes icons in the Client, Matter, Contact, Prospect or Supplier Lists or in the Accounts Ledger (Balances tab) and type your comments, then click OK.

• To add an undertaking, click Add in the Undertakings screen and complete as required, then click Save.

2. The appropriate notification icon appears in the Notifications tray situated above the navigation pane. The icons correspond to those used in the ListBar, overlaid with a yellow warning triangle containing an exclamation mark.

• A ToolTip is displayed if you hover over a notification icon, e.g. Contact Notes, Matter Notes.

3. (Optional) You can now set a notification as critical.

Notes

• The maximum number of characters permitted for a note is 3000. If this limit is exceeded, then the text is truncated.

• Only one note can be set for a contact, client, prospect, supplier, matter and account note.

• The following conditions apply to the display of notification icons:

• Contact List. Only displayed if a note exists for the selected contact. If you switch to the Client List the same note is displayed, providing the context has not been changed, as notes are stored at contact-level.

• Client List. Only displayed if a note exists for the selected client. If you switch to the Contact List the same note is displayed, providing the context has not been changed, as notes are stored at contact-level.

• Prospect List. Only displayed if a note exists for the selected prospect. If you switch to the Contact List the same note is displayed, providing the context has not been changed, as notes are stored at contact-level.

• Supplier List. Only displayed if a contact note exists for the selected supplier. If you switch to the Contact List the same note is displayed, providing the context has not been changed, as notes are stored at contact-level. If a supplier is a client as well, their note is also displayed in the Client List.

• Matter List. Only displayed if a matter note, contact note (associated with the matter's client), account note or an undischarged undertaking exists for the selected matter. This also applies to any other matter-related screen.