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Notifications for you and your team (SO)
Notifications for you and your team (SO)
Updated over a week ago

Custom email notifications can be created so that the correct people on your team are notified in an efficient and timely manner.

To create a notification:

  1. Navigate to the Settings > Account > Notifications page and click on the 'New Notification' button.This features list includes:
    Transaction: Contracts, Deliveries, Invoices, Orders, Payments and Prices; and
    Storage: Deliveries, Orders, Prices and Prices.


  2. Choose a trigger event (created, edited, cancelled) for the selected feature.

    A few examples below:

    1. Created = When a user creates a new price selected team members will receive a notification.

    2. Edited = When a user edits a delivery selected team members will receive a notification.

    3. Cancelled = When a user cancels an order relevant team members will receive a notification.


  3. 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 deliveries (the feature) that have been created (the trigger event) subsequent to the last notification received.

💡Note: The user who would like to receive these notifications needs to first be set up as a Team Member in your system, for steps on this please see Creating a new Team Member.

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