---
title: How to set up Customer Alerts
description: Customer alerts let you send notifications to customers about service and other things they need to know
---

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# How to set up Customer Alerts

## Customer alerts let you send notifications to customers about service and other things they need to know

To setup or edit customer alerts go to **Administration** \> **Customer** and drill down on the** Customer Name**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsnaf97a910bbc3d566c16709bed2243e6c8cb0d531ac83b663829ea12b2412e6176d842af7456db9fe2781f8136e473c7b?inline=true)

 

Click on the** Alerts** tab 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsnf1d33fcb38262e1a3ff0a3780b5fac63181429e148f42115e4b7c01d04ac19f17ab8bf3cd6eb200eda6fe7efb48e72c3?inline=true)

 

**Note: Please note each customer can only have one RO Alert and one Counter Sale Alert at a time**

 

### RO Alerts

Click on the **Alert Note** field to view the current notes you have in EMDECS

#### Add a New RO Alert

Click on the** green +** to add a new Alert Note

 

![](https://help.fleetsquared.com/galleryDocuments/edbsne0b5fd840ba1829f03db6e50f10894422d2adfd5adeb4677eccee460c8c060f4a9f9e41d16e8aba546969ff036a6947e?inline=true)

 

Alert notes can be general for all customers or specific to certain customers.

 

Input the **Code**, **Description **and **Notes** then click** OK** to save the new alert.

 

**Note: The Notes field is the where you type what will be displayed in the alert**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn4773bf61ad7421f88ca22cea34e96e56ffc1f224e625212bdfe60438627e282363a87f1f88ff17af98b34bd36313342a?inline=true)

 

Select the **Alert Note**, then choose the** Display Alert When**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn67362f41ad1443a79bcad25c1aca61c677e395f6316008abc27109abf60ac1f6eaaf4fbe7632d8a4fe6ca8631dcc8471?inline=true)

1. **Arrivals Check-In**: Alert will appear when checking-in the customer's unit on the **Service Board**

![](https://help.fleetsquared.com/galleryDocuments/edbsn8b07e2af246431fcbf190c99209d11a1986c0f8133c15acb5ad92c908fe7d503b5f6ae281529de77a36f2d6d001fd2a3?inline=true)

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn04fe0ae76c935e36ff92a870ccda1f9d98ae6bf47f4c01bbb3c04f24600f59fcd732699af60134c82bd3a1a078456e6a?inline=true)

1. **New RO**: Alert will appear when creating a new RO for the customer's unit on the **Service Board,** **Complete RO**, or **Tech RO**

![](https://help.fleetsquared.com/galleryDocuments/edbsnf1d33fcb38262e1a3ff0a3780b5fac637135edb6cab4ed03342aa87931b831a570ba6933c2cacf043de6cb8ede559cd7?inline=true)

1. **Unit Ready**: Alert will appear when the technician clicks on **Unit Ready** for the customers unit

![](https://help.fleetsquared.com/galleryDocuments/edbsn1f712f05bdb4a031d1559d7f29bfdd74a6c8e47e3a1ad1035c06941c792f29234fd59e69e05dbc886e8f9a9c782fc234?inline=true)

1. **Invoice RO**: Alert will appear when **Invoice** is clicked on the RO for the customers unit 

![](https://help.fleetsquared.com/galleryDocuments/edbsn6cf745e4397b2ca31600a05ab300469bea32c6f6330c15533f60c9d2f6fedaf15896658ee409eddce505fe120d62489e?inline=true)

1. **Close RO**: Alert will appear when **Close RO** is clicked on the RO for the customers unit 

![](https://help.fleetsquared.com/galleryDocuments/edbsne0b5fd840ba1829f03db6e50f108944246ff791aaf9beecce4fade2d8d019aa7dd7c2554ff01671bc068a49cf9dbc250?inline=true)

1. **Require Response**: If this checkbox is checked off, the alert will have a mandatory reponse text field

![](https://help.fleetsquared.com/galleryDocuments/edbsndc2086f390254ec244ece3fb96d2109020a1f75c0acfffc1ec6b0b97efe7020633608a34ff662e29a30f300d1d7e5350?inline=true)

1. **External notes**: If this check box is checked off the alert note will be copied to the **External Notes** field on the RO and it will also appear at the bottom of the invoice

![](https://help.fleetsquared.com/galleryDocuments/edbsne190831b143281af5812f7429090f31b9e621a130d63326b47d56577aa6789f0828d7f6efeb1ce2ddbb3714bdc201825?inline=true)

![](https://help.fleetsquared.com/galleryDocuments/edbsn8b07e2af246431fcbf190c99209d11a178aba16063a1b199bc528b08f1c43841bb0ca5c4560adbc0d99ce2fe6794f91b?inline=true)

1. **Internal Notes**: If this check box is checked off the alert note will be copied to the **Internal notes** field on the RO  
     1. If the** Require Response** field is also checked, the reponse will also be in the **Internal Notes** field

 

![](https://help.fleetsquared.com/galleryDocuments/edbsne190831b143281af5812f7429090f31bf2d73bc35cabacdde93f165c6f73828936706fdb53c8ecfa2434ce931082bf2a?inline=true)

 

#### Remove Customer RO  Alerts

To remove the current customer RO Alert go to** Administration** \> **Customer** \> **Alerts** \>**  Red X**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn1f712f05bdb4a031d1559d7f29bfdd74ed883556ce889fdbccc3fe56ee64112a00c75f0bf88dbbcc8360a78a6f7d1714?inline=true)

 

#### Edit Customer RO Alerts 

To edit the current customer RO Alert go to** Administration** \> **Customer** \> **Alerts** \>**  Edit**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn4773bf61ad7421f88ca22cea34e96e561d5b9cd27d085a9ec4c22edef9213c8a733071df7079ba8edfab74214fbf95ff?inline=true)

 

You can also Edit and Delete** RO Alerts** by going to **Administration** \> **Standard Codes** \> **Customer** \> **RO** **Alerts**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsndc2086f390254ec244ece3fb96d2109079b8349243d8cc90d88f0ae9a86513ff645b5c9839700bca2f9075fe59ee85ec?inline=true)

 

### Counter Sale Alerts

 To setup and view counter sale alerts go to **Administration** \> **Customer** and drill down on the** Customer Name**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsnaf97a910bbc3d566c16709bed2243e6c8cb0d531ac83b663829ea12b2412e6176d842af7456db9fe2781f8136e473c7b?inline=true)

 

Click on the** Alerts** tab, then the **Counter Sale Alerts** tab.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn9830887dad5607be50dc8639a4377cd55761b602bca26f57d26ab867aa9057e9338ebd44eba70de40f51277c37a06e55?inline=true)

 

Click on the **Alert Note** field to view the current notes you have in EMDECS

 

#### Add a new Counter Sale Alert

Click on the** green +** to add a new counter sale alert note

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn1f712f05bdb4a031d1559d7f29bfdd74fa0791fcfdb87893fe83f7f40d59d0ef6fd30e7b66344428ad23db76c876015e?inline=true)

 

Input the **Code**, **Description **and **Notes** then click** Add** to save the new alert.

**Note: The Notes field is the where you type what will be displayed in the alert**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn67362f41ad1443a79bcad25c1aca61c6d186b8d5476eab2b39a6c93eeaf860a83860a5059564f7ae51b3450b6d22f089?inline=true)

 

When a new counter sale is created and the customer is selected the alert will appear. 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn6cf745e4397b2ca31600a05ab300469b21fded2d618f7e083d1ccdf53e97c1f96de11db8a17af97d43d9cd8e6175c468?inline=true)

 

Here is an example of the **Counter Sale Alert** after creating a new counter sale for the customer.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsne0b5fd840ba1829f03db6e50f1089442a273969bd40db3ab5a22b6f12c4845325b18e9cbfd7fcf385f2207f22290b5ab?inline=true)

 

#### Remove Customer Counter Sale Alerts 

To remove the current customer counter sale alertgo to** Administration** \> **Customer** \> **Alerts** \> **Counter Sale Alerts** \>**  Red X**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn8b07e2af246431fcbf190c99209d11a1e743838517a46a0cf42aad6f80c9f7de93cce9b1d3f9b600f3b37a478f268c57?inline=true)

#### **Edit Customer Counter Sale Alerts**

To edit the current customer counter sale alertgo to** Administration** \> **Customer** \> **Alerts** \> **Counter Sale Alerts** \>** Edit**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsnf1d33fcb38262e1a3ff0a3780b5fac635e664673ad3961bbc7d50f8e300e269c2b5a34390fc56544d54de44c0fb35567?inline=true)

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