Alerts List Page

The Alerts (My Office) list page provides an easy way to keep up to date with your system notifications for clients. This list page will give you the ability to manage clients alerts via sorting and filtering different types and or clients.

Note: There are no exportable fields for this list page.

  1. Click on the Search icon.
  2. Type “Alerts (My Office)” in the search bar.
  3. Select “Alerts (My Office)” from the search results.
  1. This will bring up the Alerts (My Office) list page. Use the filters as needed.


    1. Date Filter: You can filter your alerts by using the preset filters or custom dates.
    2. Alert Type: You can also filter by alert types such as documents, finance, medication.
    3. Client: Filtering by client so easily manage your alerts.
    4. Click Apply Filter when you have selected the proper settings.