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Notifications for your team members (SO)
Notifications for your team members (SO)
Updated over 3 weeks ago

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

  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 and Prices.​

Notifications_-_New_Notification.png

2. Choose a trigger event (created, edited, cancelled) for the new Notification.

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.

    Notifications_-_Add_New.png


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 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.

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