Creating a Pop-Up


To create a pop-up, edit the customer record and select Add from the Pop-Ups tab.  

The New Pop-Up window will appear.

Fields and options in the new Pop-Up Window:

Inactive

Unlike Delete, Inactive stores a pop-up that is no longer used and is not visible in the list view unless you expressly select Show Inactive.

Title

A descriptive name for the pop-up.

Extra Emphasis/Pop-Up

Whether the pop-up should pop-up.

Pop-Up Type

Whether the pop-up should pop-up for just the individual customer or, if a couple account, both individuals.

Pop-Up Starts

When the pop-up should start popping up.  If this is left blank, the pop-up will start immediately.

Pop-Up Ends

When the pop-up should stop popping up.  If this is left blank, the pop-up will continue indefinitely.

Marked as Done

The date when the pop-up was resolved at point of sale by checking the Do Not Show This Pop-Up Again option at point of sale. 

Notes

The content of the pop-up.

Entered

The date the pop-up was created.

Last Modified

The date, if any, the pop-up was last edited.

 

Updated on Fri, 09 Apr 2021 by Angela Chiaravalle

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