TT – Adding Warnings to Records

When you are managing data, some pieces of information will be more important than others. At Company level you need to know if they are a Customer, Prospect, or ex-client for example. On an Opportunity, details like value and sales stage are key. On a Helpdesk ticket, the subject and status are likely to take centre stage. Wherever you are there may be some over-arching information that needs to be really visible. This could be a credit warning, or a visual note telling you this is a prime customer.

Here is where Warnings come into play. Positioned at the top of the screen, the Warning places that need-to-know message prominently, without interrupting the flow of data and any layouts that you have in place on the respective modules.

Warnings can be added manually, or can be triggered via Workflow to appear automatically if specific criteria are met. They can also be carried across automatically from a Company record to any linked Helpdesk ticket, to keep that vital detail in focus.

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