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Open an associated record from a list of alerts

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help
  1. Open the View Alerts screen.
  2. In the View field, click and select the type of alerts to view.
  3. Press Tab.
  4. In the Company field, click to select one or more companies for which you want to view alerts. If no companies are selected, alerts are shown for all companies.
  5. In the Due By field, click to select the date up to and including which you want to view alerts.
  6. Click Retrieve.
  7. Double-click on an alert to open its associated record.
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