Custom email notifications can be created so that the correct people on your team are notified in an efficient and timely manner.
Create a Notification
Navigate to the Settings > Account > Notifications page and click on the New Notification button.
This features list includes:
Transaction: Broker notes, Contracts, Deliveries, Invoices, Orders, Payments and Prices; and
Storage: Deliveries, Orders and Prices.
Choose a trigger event (created, edited, cancelled) for the new Notification.
A few examples below:Created = When a user creates an order selected team members will receive a notification.
Edited = When a counterparty edits a delivery selected team members will receive a notification.
Cancelled = When a user cancels an invoice selected team members will receive a notification.
Select the frequency of these emails and which team members receive these notifications.
The notification will always be sent at the end of the period selected, end of hour/day/week/month, or can be chosen to be received in real time.
Example: A notification will be sent on a weekly basis (the frequency) to John Snow (the team member) containing any invoices (the feature) that have been created (the trigger event) subsequent to the last notification received.
💡Note: The team member to receive these notifications will need to be added as a team member to the account, with a minimum role of 'Full user', for steps on this please see Creating a new Team Member.