Difference between revisions of "System reminders and notifications"

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<span style="color:red">'''Note:</span> '''<span style="color:red">This page is not completed yet. Some information may be missing or outdated.</span>
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=='''System reminders'''==
 
=='''System reminders'''==
  
 
The system can notify you about overdue projects, jobs, and invoices by email.  
 
The system can notify you about overdue projects, jobs, and invoices by email.  
  
−
Please find more info '''<U>[[Deadline reminders|here]]</U>.
+
Please find more info '''<U>[[Reminders|here]]</U>.
  
 
=='''Notifications'''==
 
=='''Notifications'''==
  
−
There are two types of notifications in the system:
+
<span style="color:red">'''Note:</span> '''The system does not send messages automatically to your clients/vendors/managers if they cannot log in to the system '''(the Can log in checkbox is unmarked)'''. But you still can send quotes and invoices to your clients manually if needed.
−
 
 
−
* '''Automatically generated by the system ('''<U>[[Deadline reminders]]</U>''').
 
−
 
 
−
* '''About users actions'''
 
−
 
 
−
<span style="color:red">'''Note:</span> '''The system doesn't send messages automatically to your clients/vendors/managers if they cannot log in to the system '''(the Can log in checkbox is unmarked)'''. But you still can send quotes and invoices to your clients manually if needed.
 
  
 
==='''General notifications'''===
 
==='''General notifications'''===
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* To the owner of an account when changing profile data.
 
* To the owner of an account when changing profile data.
  
−
==='''Managers' notifications'''===
+
==='''Notifications sent to managers'''===
  
 
====Quotes====
 
====Quotes====
  
 
* To a secondary manager (if assigned) when converting a quote to the project.
 
* To a secondary manager (if assigned) when converting a quote to the project.
−
 
−
* To a customer when sending a quote to them.
 
  
 
====Projects====
 
====Projects====
Line 55: Line 49:
 
====Jobs====
 
====Jobs====
  
−
*  
+
=====When a vendor accepts a job=====
 +
 
 +
[[File:Not.M3.png]]
 +
 
 +
<hr>
 +
 
 +
=====When a vendor completes a job=====
 +
 
 +
[[File:Not.M4.png]]
 +
 
 +
<hr>
 +
 
 +
=====When the job that is not the first in the chain cannot be autostarted=====
 +
 
 +
[[File:Not.M5.png]]
 +
 
 +
<hr>
 +
 
 +
====Messages====
 +
 
 +
* From a vendor
  
−
* To managers when a vendor accepts a job.
+
[[File:Not.M1.png]]
  
 +
<hr>
  
−
==='''Vendor notifications'''===
+
* From a client
  
−
====Jobs====
+
[[File:Not.M2.png]]
 +
 
 +
 
 +
====Vendors====
 +
 
 +
Vendor application
 +
 
 +
<hr>
 +
 
 +
==='''Notifications sent to vendors'''===
 +
 
 +
====Invitation email====
 +
 
 +
[[File:Invitation email.png|border|700px]]
 +
 
 +
The name and email address of the manager who created the vendor profile are displayed in the email signature and the '''Reply-to''' field.
 +
 
 +
====Registration confirmation====
 +
 
 +
[[File:Vendor registration completed (110%).1.png|border|520px]]
 +
 
 +
The name and email address of the account owner are displayed in the email signature.
 +
 
 +
===Jobs===
 +
 
 +
 
 +
=====Job offer=====
  
 +
[[File:Not.V1.png|border|700px]]
  
−
=====When a job is offered=====
+
The name and email address of the project primary manager are displayed in the email signature.
  
−
[[File:Not.V1.png]]
+
<hr>
  
 
=====Availability request (sent to vendors whose job is not the first in the chain)=====
 
=====Availability request (sent to vendors whose job is not the first in the chain)=====
  
−
[[File:Not.V9.png]]
+
[[File:Not.V9.png|border|700px]]
 +
 
 +
The name and email address of the project primary manager are displayed in the email signature.
  
 
Note: the estimated start date is the deadline of the previous job in the chain.
 
Note: the estimated start date is the deadline of the previous job in the chain.
  
 +
<hr>
  
 
=====When the previous job in the chain is completed or the job is started by a manager=====
 
=====When the previous job in the chain is completed or the job is started by a manager=====
  
−
[[File:Not.V2.png]]
+
[[File:Not.V2.png|border|700px]]
 +
 
 +
The name and email address of the project primary manager are displayed in the email signature.
 +
 
 +
<hr>
 +
 
 +
=====When a job deadline is changed=====
 +
 
 +
[[File:Not.V23.png|border|700px]]
 +
 
 +
The name and email address of the manager who changed the job deadline are displayed in the email signature.
 +
 
 +
<hr>
 +
 
 +
=====When a job is accepted=====
 +
 
 +
[[File:Not.V13.png|border|700px]]
 +
 
 +
The name and email address of the manager who accepted the job completion are displayed in the email signature.
 +
 
 +
<hr>
 +
 
 +
=====When a job is rejected=====
 +
 
 +
[[File:Not.V3.png|border|700px]]
 +
 
 +
The name and email address of the manager who rejected the job completion are displayed in the email signature.
 +
 
 +
<hr>
 +
 
 +
=====When a job is canceled=====
 +
 
 +
[[File:Not.V4.png|border|700px]]
 +
 
 +
The name and email address of the manager who canceled the job are displayed in the email signature.
 +
 
 +
<hr>
  
 
=====When a job is deleted=====
 
=====When a job is deleted=====
  
−
[[File:Not.V8.png]]
+
[[File:Not.V8.png|border|600px]]
 +
 
 +
The name and email address of the manager who deleted the job are displayed in the email signature.
 +
 
 +
<hr>
 +
 
 +
====Tenders====
 +
 
 +
=====When a vendor is added to a tender (first claimer type)=====
 +
 
 +
[[File:Not.V14.png]]
  
−
=====When a job is approaching deadline=====
+
<hr>
  
−
[[File:Not.V6.png]]
+
=====When a vendor claims a tender successfully=====
  
−
=====When a job is overdue=====
+
[[File:Not.V15.png]]
  
−
[[File:Not.V7.png]]
+
<hr>
  
−
=====When a job was accepted/rejected/canceled=====
+
=====When a vendor is added to a tender (selected by a manager type)=====
  
−
[[File:Not.V13.png]]
+
[[File:Not.V16.png]]
  
−
[[File:Not.V3.png]]
+
<hr>
  
−
[[File:Not.V4.png]]
+
=====When a vendor is selected for a job (succeeds in a tender)=====
  
−
====Tenders====
+
[[File:Not.V17.png]]
 +
 
 +
<hr>
  
−
When a vendor claimed/was selected on a tender successfully.
+
=====When a vendor is not selected for a potential job (does not succeed in a tender)=====
  
−
When a vendor was invited on a tender.
+
[[File:Not.V18.png]]
  
−
When a vendor was not selected for a potential job (didn't succeed in a tender).
+
<hr>
  
 
====Files====
 
====Files====
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[[File:Not.V5.png]]
 
[[File:Not.V5.png]]
  
−
====Payables====
+
The name and email address of the manager who uploaded the file(s) are displayed in the email signature.
 +
 
 +
<hr>
  
−
(If you mark the checkbox '''"Finances visible"'''.)
+
====Finances====
  
−
=====When a payable is added.=====
+
<span style="color:red">'''Note:</span> ''' No finance-related notifications are sent if the '''"Finances visible"''' checkbox in a vendor's profile is unmarked.
 +
 
 +
=====Payables=====
 +
 
 +
======When a payable is added======
  
 
[[File:Not.V10.png]]
 
[[File:Not.V10.png]]
  
−
=====When a payable is updated=====
+
The name and email address of the manager whose action generated the email notification are displayed in the signature.
 +
 
 +
<hr>
 +
 
 +
======When a payable is updated======
  
 
[[File:Not.V11.png]]
 
[[File:Not.V11.png]]
  
−
=====When a payable is deleted=====
+
The name and email address of the manager whose action generated the email notification are displayed in the signature.
 +
 
 +
<hr>
 +
 
 +
======When a payable is deleted======
  
 
[[File:Not.V12.png]]
 
[[File:Not.V12.png]]
  
−
====Invoices and Payments====
+
The name and email address of the manager whose action generated the email notification are displayed in the signature.
  
−
When an invoice was issued.
+
<hr>
  
−
When an invoice was deleted.
+
=====Invoices=====
  
−
When an invoice was modified.
+
======When an invoice is created======
  
−
When a payment was recorded.
+
[[File:Not.V19.png]]
  
−
When a payment was deleted.
+
<hr>
  
−
When a payment was modified.
+
=====Payments=====
  
−
==='''Clients' notifications'''===
+
======When a payment is recorded======
 +
 
 +
[[File:Not.V20.png]]
 +
 
 +
<hr>
 +
 
 +
======When a payment is modified======
 +
 
 +
[[File:Not.V21.png]]
 +
 
 +
<hr>
 +
 
 +
======When a payment is deleted======
 +
 
 +
[[File:Not.V22.png]]
 +
 
 +
<hr>
 +
 
 +
====Messages====
 +
 
 +
[[File:Not.V0.png]]
 +
 
 +
<hr>
 +
 
 +
==='''Notifications sent to clients'''===
  
 
====Quote requests====
 
====Quote requests====
  
 
When a quote request was rejected.
 
When a quote request was rejected.
 +
 +
[[File:Client notifications (quote rejection)1.4.png]]
  
 
====Quotes and Multiquotes====
 
====Quotes and Multiquotes====
  
 
When a quote/multi-quote was sent.
 
When a quote/multi-quote was sent.
 +
 +
[[File:Client notifications (quote sent to a client)1.3.png]]
 +
 +
 +
[[File:Client notifications (multi quote sent to a user)1.1.png]]
  
 
====Projects====
 
====Projects====
  
 
When a project was created.
 
When a project was created.
 +
 +
[[File:Client notifications (project started).1.1.png]]
  
 
When a project was completed.
 
When a project was completed.
 +
 +
[[File:Client notifications (project completed).1.1.png]]
  
 
====Invoices====
 
====Invoices====
  
 
When an invoice was sent.
 
When an invoice was sent.
 +
 +
[[File:Client notifications (invoice sent).1.1.png]]
 +
 +
====Messages====
 +
 +
When a message was sent.
 +
 +
[[File:Client notifications (message sent).1.1.png]]

Latest revision as of 15:31, 31 July 2023

Note: This page is not completed yet. Some information may be missing or outdated.

Contents

System reminders

The system can notify you about overdue projects, jobs, and invoices by email.

Please find more info here.

Notifications

Note: The system does not send messages automatically to your clients/vendors/managers if they cannot log in to the system (the Can log in checkbox is unmarked). But you still can send quotes and invoices to your clients manually if needed.

General notifications

Create account

  • To the account owner when creating an account in Protemos.

Accept invitation

  • To a manager when accepting the invitation from a company to join their account as a manager.
  • To a vendor when accepting the invitation from a company to join their account as a vendor.
  • To a client when accepting the invitation from a company to join their account as a client.

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.

Notifications sent to managers

Quotes

  • To a secondary manager (if assigned) when converting a quote to the project.

Projects

  • To a primary manager if assigned in a new project as a primary manager by another manager.
  • To a secondary manager if assigned as a secondary manager in a new project.
  • To primary and secondary managers if they're reassigned.

Jobs

When a vendor accepts a job

Not.M3.png

When a vendor completes a job

Not.M4.png

When the job that is not the first in the chain cannot be autostarted

Not.M5.png

Messages

  • From a vendor

Not.M1.png

  • From a client

Not.M2.png


Vendors

Vendor application

Notifications sent to vendors

Invitation email

Invitation email.png

The name and email address of the manager who created the vendor profile are displayed in the email signature and the Reply-to field.

Registration confirmation

Vendor registration completed (110%).1.png

The name and email address of the account owner are displayed in the email signature.

Jobs

Job offer

Not.V1.png

The name and email address of the project primary manager are displayed in the email signature.

Availability request (sent to vendors whose job is not the first in the chain)

Not.V9.png

The name and email address of the project primary manager are displayed in the email signature.

Note: the estimated start date is the deadline of the previous job in the chain.

When the previous job in the chain is completed or the job is started by a manager

Not.V2.png

The name and email address of the project primary manager are displayed in the email signature.

When a job deadline is changed

Not.V23.png

The name and email address of the manager who changed the job deadline are displayed in the email signature.

When a job is accepted

Not.V13.png

The name and email address of the manager who accepted the job completion are displayed in the email signature.

When a job is rejected

Not.V3.png

The name and email address of the manager who rejected the job completion are displayed in the email signature.

When a job is canceled

Not.V4.png

The name and email address of the manager who canceled the job are displayed in the email signature.

When a job is deleted

Not.V8.png

The name and email address of the manager who deleted the job are displayed in the email signature.

Tenders

When a vendor is added to a tender (first claimer type)

Not.V14.png

When a vendor claims a tender successfully

Not.V15.png

When a vendor is added to a tender (selected by a manager type)

Not.V16.png

When a vendor is selected for a job (succeeds in a tender)

Not.V17.png

When a vendor is not selected for a potential job (does not succeed in a tender)

Not.V18.png

Files

When a list of input files for a job is modified

Not.V5.png

The name and email address of the manager who uploaded the file(s) are displayed in the email signature.

Finances

Note: No finance-related notifications are sent if the "Finances visible" checkbox in a vendor's profile is unmarked.

Payables
When a payable is added

Not.V10.png

The name and email address of the manager whose action generated the email notification are displayed in the signature.

When a payable is updated

Not.V11.png

The name and email address of the manager whose action generated the email notification are displayed in the signature.

When a payable is deleted

Not.V12.png

The name and email address of the manager whose action generated the email notification are displayed in the signature.

Invoices
When an invoice is created

Not.V19.png

Payments
When a payment is recorded

Not.V20.png

When a payment is modified

Not.V21.png

When a payment is deleted

Not.V22.png

Messages

Not.V0.png

Notifications sent to clients

Quote requests

When a quote request was rejected.

Client notifications (quote rejection)1.4.png

Quotes and Multiquotes

When a quote/multi-quote was sent.

Client notifications (quote sent to a client)1.3.png


Client notifications (multi quote sent to a user)1.1.png

Projects

When a project was created.

Client notifications (project started).1.1.png

When a project was completed.

Client notifications (project completed).1.1.png

Invoices

When an invoice was sent.

Client notifications (invoice sent).1.1.png

Messages

When a message was sent.

Client notifications (message sent).1.1.png

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