- Click Administration >Click Notifications under Tools
- Click Add
- Enter the name of the notification (such as “Board Member Alert”) as well the message or text to display in the actual notification.
- If this notification will expire or is temporary, in the End date field, select a date after which the notification expires.
- To display the notification in a separate window in addition to the information bar, select Display in notification window.
- To have the notification appear on the Daily Sales page when a patron with the matching criteria is entered, select Display in Daily Sales.
- Under Notification records, select the record type and a selection of records to use. The notification displays for records included in the selection.
Note: If you would like this query to automatically update information, ensure to save your selection as a Dynamic selection so that it will automatically refresh for you. If you use a static selection, this will not update automatically.
- Under Notification users, select whether this notification displays for all users or only selected users. If you select Selected users, choose the selection of users to receive the notification.
- Click Save.