Member Class Flash Notifier

 

This feature will allow you to set selected Account Members to flash a notifier like the Defending Attorney Notifier when the member is attached to an account.


Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department

Setup

From the Main Menu, select Definitions, Codes, Account Members to display the Member Management Screen.

Click the button next to the Member Type List to display the Class Code Screen.

Click the button to display the Member Class Notifier List.

Select from the available Member Types the ones you would like to flash a notifier on the Account when the member is attached. Click on the selected member and click the button to move it to the Selected List.


Note
: Only select the members your users need to be alerted of or risk the notifier having too many flashes and the users discounting or ignoring the flash notifier.

Click the button to set the Notifier Codes. Click the button on the Class Code and Account Member Management Tabs to exit.

Once set, the notifier will be displayed on accounts with the selected account members.


Note
: In this example CCCS is flashing as the only Member Notifier, however if you selected more than one, the flash would alternate if more than one of the selected members where attached to the account.