Difference between revisions of "System reminders and notifications"
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* To a customer when sending a quote to them. | * To a customer when sending a quote to them. | ||
Revision as of 13:18, 17 January 2019
Contents
[hide]System reminders
The system can notify you about overdue projects, jobs, and invoices by email.
Please find more info here.
Notifications
There are two types of notifications in the system:
To find more, please check the corresponding articles below.
Notifications automatically generated by the system
Notifications generated with participation of users
Create account
- To the account owner when creating an account in Protemos.
Accept invitation
- To the manager when accepting the invitation from a company to join their account as a manager.
- To the vendor when accepting the invitation from a company to join their account as a vendor.
Reset password
- To the owner of an account when resetting a password.
Change profile settings
- To the owner of an account when changing profile data.
Quotes
- To a secondary manager (if assigned) when converting a quote to the project.
- To a customer when sending a quote to them.
