Important stakeholder information

Contact with stakeholders comes in many form and sometimes has to follow certain rules. The Important stakeholder information lets you create an Alert banner for a stakeholder record to highlight critical information regarding a stakeholder when the record is opened. This banner is also displayed when viewing Parcels information for a stakeholder with an alert banner.

This flag also provides the ability to create specific contact details or instructions. This lets you smoothen out interactions with stakeholders and ensures their preferences are respected, leading to more efficient and satisfactory communications.

Create an Alert Banner With Important Information for a stakeholder

  1. Navigate to Individuals or Organisations in Stakeholder Engagement.
  2. Select the stakeholder for which you want to create an alert banner.
  3. Click the Edit button in the upper right corner of the Stakeholder page.
  4. Scroll to Important stakeholder information or select Important stakeholder information from the navigation menu.
  5. Flag Important stakeholder information.
  6. Select the type of important information from the Type of information drop-down list.
    The values in this field are defined by your superuser in the Type of information dictionary.
  7. Specify details in Important information - details to explain the reason and purpose of the Alert banner. If you do not specify information in Important information - details, the value selected for Type of information will be used as the Alert banner.
  8. Click the Save button.

The important information will then be displayed as a pop up banner when opening the stakeholder. Additionally, the banner will also be displayed when opening the parcels found in the left hand menu in Parcels under Land access.

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