Alert Message Management
Alerts Management
allows you to create and manage important notifications related to tax screens or IRS updates. These alerts ensure you have real-time information
at your fingertips, helping you stay informed and take timely action.Alert Management
The
Alert Management
screen has a new layout, but the core functionality remains the same.
- Create Button PlacementThe most noticeable change is the location of theCreatebutton. It has moved from the bottom of the screen to thetop cornerfor easier access.
- Date FilteringFiltering byStart DateandEnd Dateworks exactly as before. TheSearchbutton is still located on the right side of the screen.
- Filter OptionsThe checkboxes for filteringDeleted EntriesandActive-Only Alertsremain unchanged.
Alert grid
The Alert grid has been redesigned, but the column structure remains the same with a few key changes:
- Default OrderingThe default column order is different from the previous layout.
- New ColumnA new column has been added to indicatedeleted alerts.
- Edit Button LocationTheEditbutton is now positioned on the far side of the grid.
- Custom Column ArrangementYou can easily change the column order by dragging and dropping columns to your preferred location.
Column filter and sort
The new screen introduces enhanced filtering and sorting options for each column:
- Filter and Sort by ColumnSelect thefunnel iconin any column header to open afilter pop-up(see example below).
- Quick Access to Relevant AlertsThis feature allows you tofilter and sort data instantly, making it easier to locate the alerts that matter most.

Edit alerts
Editing
an alert also has some minor updates. The buttons are on the top of the screen, and the dates, priority, and checkboxes are below the text window. 