Notifications

Notifications

Setup > Customization > Notifications



Notifications allows you to notify other users when certain events happen.

Add Notification

From the notification screen select Add to create a new notification.


Name : The name of the notification
Action: When the notification should fire.
Possible options are: Invoice, Order, Quote, Task or Work Order.
Event: The event that will trigger the notification. The event options will change when the Action changes.
Description: The message of the notification when it is created.
Expression: Formula that allows you to set the trigger even bases on different properties.
Email Template: The email template that will be used if a email notification is sent.
Email List: List of email address that the notification will be sent to.
User List: List of user that will be notified. 
Group List: List of User groups that will be notified.
Enabled: if checked the notification will be sent.

More Info

      

    • Related Articles

    • Setup Email - Office 365

      Setup > Organization Settings > Email Server Email setup when connection to Office365. If you use Office365 as your email client then you can connect to Office365 to send emails to your customer. Office365 uses OAuth2 authentication to authenticate ...

    • Office 360 EMail Setup

      Office 365 Setup From SETUP/PLUGIN/STORE, select Outlook email Then Authenticate The Authenticate process will require your MS email account and password A dialog box like this will appear, requesting permission A SUCCESS message will then be shown ...

    • Setup Email - GMail Server

      Setup > Organization Settings > Email Server Email setup when connecting to GMail. If you use GMail as your email client then you can connect to GMail to send emails to your customer. GMail uses OAuth2 authentication to authenticate users, to help ...

    • Email Template

      Setup > Customization > Email Template Email Templates allows you the create predefined emails with place holders. Email templates can be used in notifications and when emailing report to customers.  Create Email Template To create a new Email ...

    • Preference

      Setup > Preferences The following options are available in preferences: Report Viewer - Set the default Report Viewer Auto Save DXF Properties - Auto Save Properties when importing CAD or Image Files. DXF Import Match Material - Match thicknesses ...