User Defined Rules

We use 'user defined rules' to make a pop up messages come up on constituent records when users open the record. The message will shows up on any record in a defined query. We would like to have similar functionality. Perhaps using the alert box in NXT?

  • Guest
  • May 7 2019
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  • Julie Hiland commented
    17 Sep 01:23

    We need messages to appear in web view when the constituent meets query criteria. Globally or manually adding alerts does notmeet our needs. We would have to constantly manage those whivh defeats the purpose.