Alert Management

The Alert Management widget gives you a quick overview of customer alerts for the selected period and lets you follow up on the responses that need attention.

Alerts are grouped by status:

• To be resolved — the customer wishes to be contacted.
• To read — the customer does not wish to be contacted.
• Open — the alert has been opened but has not yet been read or resolved.
• On hold — the branch is waiting before resolving the alert.

Select See all alerts to open the full alert list and continue managing them.