Difference between revisions of "System reminders and notifications"

Revision as of 13:41, 17 January 2019 (view source) Anatoly.k (talk | contribs) (→‎Projects) ← Older edit		Latest revision as of 15:31, 31 July 2023 (view source) Andrii (talk | contribs) (→‎When a job is deleted)
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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 Some information may be missing or outdated.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>
		+
	=='''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.
−
−	* '''<U>[[System reminders and notifications#Notifications automatically generated by the system|Automatically generated by the system]]</U>'''
−
−	* '''<U>[[System reminders and notifications#Notifications about users actions|About users actions]]</U>'''
−
−	To find more, please check the corresponding articles below.
−
−	==='''Notifications automatically generated by the system'''===
−
−	Notifications automatically generated by the system are '''<U>[[Deadline reminders]]</U>'''.
−	The rest of the notifications are generated according to certain '''<U>[[System reminders and notifications#Notifications about users actions|users actions]]</U>''' in the system.	+	==='''General notifications'''===
−
−	<span style="color:red">'''Note: '''The system doesn't send any messages to your clients automatically.</span>
−
−	<span style="color:red">Only you or your managers can '''<U>[[System reminders and notifications#Emails to clients|send quotes and invoices]]</U>''' to them manually in case of necessity.</span>
−
−	==='''Notifications about users actions'''===
	====Create account====		====Create account====
Line 36:		Line 22:
	* To a vendor when accepting the invitation from a company to join their account as a vendor.		* 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====		====Reset password====
Line 44:		Line 32:
	* To the owner of an account when changing profile data.		* To the owner of an account when changing profile data.
		+
		+	==='''Notifications sent to managers'''===
	====Quotes====		====Quotes====
Line 49:		Line 39:
	* 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====
		+
		+	* 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=====
		+
		+	[[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
		+
		+	[[File:Not.M1.png]]
		+
		+	<hr>
		+
		+	* From a client
		+
		+	[[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]]
		+
		+	The name and email address of the project primary manager are displayed in the email signature.
		+
		+	<hr>
		+
		+	=====Availability request (sent to vendors whose job is not the first in the chain)=====
		+
		+	[[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.
		+
		+	<hr>
		+
		+	=====When the previous job in the chain is completed or the job is started by a manager=====
		+
		+	[[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=====
		+
		+	[[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]]
		+
		+	<hr>
		+
		+	=====When a vendor claims a tender successfully=====
		+
		+	[[File:Not.V15.png]]
		+
		+	<hr>
		+
		+	=====When a vendor is added to a tender (selected by a manager type)=====
		+
		+	[[File:Not.V16.png]]
		+
		+	<hr>
		+
		+	=====When a vendor is selected for a job (succeeds in a tender)=====
		+
		+	[[File:Not.V17.png]]
		+
		+	<hr>
		+
		+	=====When a vendor is not selected for a potential job (does not succeed in a tender)=====
		+
		+	[[File:Not.V18.png]]
		+
		+	<hr>
		+
		+	====Files====
		+
		+	=====When a list of input files for a job is modified=====
		+
		+	[[File:Not.V5.png]]
		+
		+	The name and email address of the manager who uploaded the file(s) are displayed in the email signature.
		+
		+	<hr>
		+
		+	====Finances====
		+
		+	<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]]
		+
		+	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]]
		+
		+	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]]
		+
		+	The name and email address of the manager whose action generated the email notification are displayed in the signature.
		+
		+	<hr>
		+
		+	=====Invoices=====
		+
		+	======When an invoice is created======
		+
		+	[[File:Not.V19.png]]
		+
		+	<hr>
		+
		+	=====Payments=====
		+
		+	======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====
		+
		+	When a quote request was rejected.
		+
		+	[[File:Client notifications (quote rejection)1.4.png]]
		+
		+	====Quotes and Multiquotes====
		+
		+	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====
−	* To a secondary manager if assigned as a secondary manager in a new project.	+	When a project was created.
		+
		+	[[File:Client notifications (project started).1.1.png]]
		+
		+	When a project was completed.
		+
		+	[[File:Client notifications (project completed).1.1.png]]
		+
		+	====Invoices====
		+
		+	When an invoice was sent.
		+
		+	[[File:Client notifications (invoice sent).1.1.png]]
		+
		+	====Messages====
−	* To primary and secondary managers if reassigned in a project.	+	When a message was sent.
−	==Emails to clients==	+	[[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.

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

---

When a vendor completes a job

---

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

---

Messages

• From a vendor

---

• From a client

Vendors

Vendor application

---

Notifications sent to vendors

Invitation email

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

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

Jobs

Job offer

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)

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

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

---

When a job deadline is changed

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

---

When a job is accepted

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

---

When a job is rejected

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

---

When a job is canceled

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

---

When a job is deleted

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)

---

When a vendor claims a tender successfully

---

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

---

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

---

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

---

Files

When a list of input files for a job is modified

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

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

---

When a payable is updated

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

---

When a payable is deleted

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

---

Payments

When a payment is recorded

---

When a payment is modified

---

When a payment is deleted

---

Messages

---

Notifications sent to clients

Quote requests

When a quote request was rejected.

Quotes and Multiquotes

When a quote/multi-quote was sent.

Projects

When a project was created.

When a project was completed.

Invoices

When an invoice was sent.

Messages

When a message was sent.