Create an alert for a customer

You can create custom alerts to appear when processing selected customers in Sage 50 accounts, this can happen when you create an invoice, quote or sale order and select a specific customer.  It is a simple and effective way to share information and reminders across your business.

It is very easy to set up an alert, note alerts for sale orders are only available in Sage 50cloud Accounts Professional.

  1. Open Sage 50Cloud accounts and click Customers.
  2. Double-click the customer record, or click the customer then click Edit.
  3. Click Alerts then click
  4. Select what you want the alert to display in:
  • Invoices
  • Quotes
  • Sages Orders
  1. Select if you want the alter to display As a pop-up message, or be Embedded in the window.
  2. Under Description, enter the message you want to appear for the alert.
  3. Click Save.

The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.

TIP: To amend a custom alert, highlight it, then click Edit.

Custom alerts can also be set up for Suppliers, Products and Services, just select the relevant records.

If you would like setting up custom alerts  or need any other help with your Sage Accounts please contact us

Not all accountants are grey.

Call us now for your FREE consultation on 01691 654545 or click here...