How to Resolve Alerts

How to Add Notes to Investigated Alerts

Account alerts are processed at the end of each month. Adding notes to these alerts can greatly minimize the time spent researching recurring issues. To access these notes, select the Alert Notes column using the Column Selector.

How to Evaluate Alerts

Evaluating alerts involves running or generating them. This process can be carried out either manually or configured to occur automatically on a schedule. To view all available alerts, click on Filter. The example below demonstrates how to evaluate Account Value Change alerts.