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:
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.
Choose a trigger event (created, edited, cancelled) for the selected feature.
A few examples below:
Created = When a user creates a new price selected team members will receive a notification.
Edited = When a user edits a delivery selected team members will receive a notification.
Cancelled = When a user cancels an order relevant 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 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.