Add Notes or Alerts to a Consignment


If you wish to communicate with or alert any consignment's party about an event, you can do so from the View Consignments section

  1. Click on the consignment
  2. Go to Notes tab and the screen
  3. Click on the Add button
  4. To add notes or an alert only visible for your business leave the Assigned to option by default assigned to you. Otherwise select the party you wish to alert.                                                                                                                     Set the alert to on or off.                                                                                                                                                   You can delay the alert activation by selecting the Activate on date.                                                                                Enter the text on Note text. 
  5. To allow the notified party access to an existing document click on Documents button and select the desired file. You can also Add Documents to a Consignment
  6. Click on Save button to save the changes. To delete notes or alerts click on Delete Note button.  


Additionally, if you are a custom broker, you can Send Clearance Emails.