Correspondence folder.

Add, alert and edit

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Correct location

When you send an alert you must be viewing the folder or area where the new file has been placed. This ensures that the alert will direct the recipient to the exact location of the new information.

If an alert is sent from a different place in the Room, it will alert the recipient to new information, but will take them to the wrong place in the Room. The recipient will then have to search through a number of screens for the new information.

Thomas Adamson has navigated to the Correspondence folder within the Businesses & Corporations record.