Account Alerts - Viewing and Clearing Notification Flags

Account alerts are notes flagged to draw attention to an account that requires follow-up. When an alert is active, the account row is highlighted in the Account List so administrators can quickly identify accounts that need attention.

How Alerts Appear in the Account List

Open the Accounts page from the Ecommerce portal. Any account with one or more active alerts is displayed with a colored background highlight. This visual indicator makes it easy to spot accounts that require action without opening each one individually.

Viewing Alert Details

To see why an account has been flagged:

1. Click the account name in the Account List to open Account Details
2. Select the Notes tab
3. Notes marked as alerts are highlighted in the list with a colored background, similar to the Account List highlighting
4. Each note shows the Date Added, who created it (By), and the note Details

The Notes tab description reads: "Notes are used to track account activity."

Creating an Alert

To flag an account with a new alert:

1. Open the account and navigate to the Notes tab
2. Click the Add button
3. Check the Alert checkbox to flag this note as an alert
4. Enter the note text in the Note field
5. Click OK to save

The add form description reads: "Add a note to the account. Click Alert will highlight this note in the list, and highlight the account in the account list."

A note without the Alert checkbox checked is saved as a standard note and does not trigger highlighting.

Clearing Alerts on a Single Account

To clear alerts from within an account:

1. Open the account and navigate to the Notes tab
2. Check the selection boxes next to the alert notes you want to clear
3. Click Clear Selected Alerts

This removes the alert flag from those notes. They remain as regular notes in the account history but no longer trigger the highlight on the Account List.

Clearing Alerts in Bulk

To clear alerts across multiple accounts at once from the Account List:

1. Navigate to the Accounts page
2. Check the selection boxes next to each account whose alerts you want to clear
3. Click the Clear Alerts button

All alert-flagged notes on the selected accounts will have their alert flag removed.

When Alerts Are Generated

Alerts can be created manually as described above. The system may also generate alerts automatically during certain processes such as failed payment attempts or subscription issues. These automated alerts follow the same pattern and can be cleared using the same methods.

Tips

• Use the Open Only filter on the Account List to focus on active accounts with alerts, excluding closed accounts
• The alert highlight color is configurable in site settings
• Clearing an alert does not delete the note — the note text and history are preserved for reference