Warning Notes are available from version 3.51 onwards.
Warning notes are maintained by site administrators. They are displayed when:
- a record is selected in Customer Maintenance
- the customer account is selected for a user in CMS
- a new self-registered user is being reviewed by the approver in the CMS
The benefit of warning notes in CMS is that when a default account is added or viewed in the Default Account field, each warning note from all accounts associated with the user will be displayed.
Below are examples of warning notes:
When Customer is selected in Customer Maintenance | In the CMS |
Step-by-step guide
1. Enable Warning Notes
- In the CMS or on the website, navigate to Settings → Settings (/zSettings.aspx).
- On the General tab, find and tick the Enable Customer Warning Note checkbox.
- To save the setting, click the Update button.
2. Add a Warning Note to a Customer
- In the Customer Maintenance screen (/CustomerMaintenance.aspx), search for the required customer.
- Click the Customer Details tab.
- Click Modify.
- In the Warning Note field, enter the warning text.
- To save it, click OK.
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