Overview
Client Notices are informative banners & icons that appear throughout SingleOps.
These notices are a great way to ensure SingleOps Users stay informed about crucial Client information.
When a user creates a Job for a client with a notice, the notice appears as a pop up.
On an existing Job, the notice is shown by an icon next to the client name on the Job and Visit pages.
On desktop, hover over the icon to view the notice. On tablet and mobile, tap it.
Client Notices are internal only and are not visible to the client.
Use Client Notices for important client specific information that users need to see. If you need to categorize, filter, search, or report on clients, use tags instead. Notice text can't be searched or filtered, but you can sort the All Clients list by the Notice? column.
Create a Client Notice
1. Navigate to: Clients > All Clients
2. Click Edit next to the Client
3. Navigate to the Advanced tab
4. In the Notice? dropdown, determine if the Notice is Critical, Informative, or a Warning.
⚠️ The level of severity affects the color & icon used on the Notice throughout the system: Critical is red, Informative is blue, and Warning is yellow.
5. Enter the Notice text
6. Click Update Client