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INSZoom - Removing Client-Level Pop-Up Alerts

Removing Client-Level Pop-Up Alerts

Follow the below steps to remove the client level pop-up alerts:

  1. From the Client Info page, scroll to 'Communications' in the sub-menu, then select 'Pop-Up Alerts'.

Screen Shot 2022-12-22 at 12.00.39 PM.png

  1. Click the check box next to the alert, then click 'Delete'.

Screen Shot 2022-12-22 at 12.32.02 PM.png

Another option: Doesn't delete the alert. Save it as part of the overall client communication record. Instead, when the alert pops up, select Do Not Remind Me Again and the alert will not appear again.

See the related article for creating client-level pop-up alerts.

Create Client-Level Pop-Up Alerts

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