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Knowledge base
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Add a new customer to Alert- video
The following video will show you how to add a new customer to Alert. https://vimeo.com/1097533739/e923aae29d
July 7, 2025
Using Next Step Navigator in Alert
“The following video will show you how to use NextStep to write a ticket. This is a great tool for new employees”
July 3, 2025
Changing Bulk Assets to Individual Assets
Changing bulk assets to individual assets is both straightforward and easy. The attached document will step you through it in no time.
October 31, 2024
Scheduling Reports
Alert has many reports that can be scheduled to run and be emailed to you. This is a great option if you regularly need the same reports and can also save you a few minutes each day.
September 6, 2024
Sending Statements in Alert- video
Take four minutes to watch our short video on how to send statements from Alert. You’ll be glad you did. Click link: Vimeo
August 9, 2024
Credit back sales tax on a ticket – video
Have you ever accidently added sales tax to a ticket for a resale customer? Have no fear. In less than three minutes, you can see exactly how to remove the sales tax on a ticket. Click to watch: Vimeo link
Taking a Back Office Payment – video
Learn how to take a back office payment in Alert, with our short 5 1/2 minute video. Click on this link: Vimeo link
Cycle Billing in Alert – video
If you are trying to learn Cycle Billing, spend seven minutes to watch Lisa’s new video. Click to watch: https://vimeo.com/995484168/04c1eb20e3
Operator Dashboard Tips
Our Customer Success Manager Abe came up with this great list of tips. We hope you find them helpful.
July 10, 2024
Assigning an Individual Asset # to Generic Fixed Assets
It only takes a few short steps to change a generic fixed asset to an individual fixed asset. See the attached document for the process.
April 29, 2024
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