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Pop up reminders

  • 17 November 2022
  • 2 replies
  • 22 views

Currently the virtual assistant only appears upon request. It would be useful to be able to remind users of an action they need to take, via a pop up. eg: we want to ensure our users stop creating duplicate contacts. A pop up on the Contact screen - or perhaps when the click New Contact - to remind them to search for a contact before creating one, would be really helpful for our data. We have done training, but still have the issue. 


2 replies

Hi Matt,

Could you maybe elaborate a little more on the situation you describe?

 

Do you mean that Clicklearn recognizes certain triggers in your EPR system and gives a custom pop up with a directive about not creating duplicate contacts?

 

Kind regards.

Hi Adrian, 

 

Thats exactly it yes. 

Don’t think I can describe it any better than that!

 

Thanks,

 

Matt

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