/
How to Add Alert Details

How to Add Alert Details

Owned by Rebecca Kornblum
Last updated: Jul 02, 2024
2 min read

Description

This article describes how to add notes and set a due date timer to display on prioritized alerts. This allows loan officers to sort by due dates to prioritize their work.

Steps

  1. Select Alerts Priority from the inFocus dropdown menu.

    image-20240628-230331.png

  2. Click the Edit (pencil icon) of a selected alert to open the Alert Details popup window for that alert.

    image-20240628-231604.png

     

  3. Enter information in the Alert Note field.

     

  4. Set the Due Date Timer by adding the number of days, hours, or minutes from the create date for the due date.

     

  5. Click Update to save the note and due date.

 

Notes

  • Alert Notes must be less than 50 characters.

  • Due dates must be less than 365 days.

Related content