Difference between revisions of "Reminders"

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(Additional information)
 
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''Deadline reminders page: [https://cloud.protemos.com/account/reminders https://cloud.protemos.com/account/reminders]''
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''Reminders page: [https://cloud.protemos.com/reminder/index https://cloud.protemos.com/reminder/index]''
 
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The system notifies you by email about overdue projects, jobs, and vendors and clients invoices. You can switch these notifications off/on by clicking "'''Update'''":
  
The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "'''Update'''":
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[[File:Reminders.png|900px]]
  
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[[File:Reminders 2.png|280px]]
  
[[File:Deadline reminders 1.36 new.png|border|1100px]]
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=='''Update reminders settings'''==
  
It will open the '''<U> [[Update deadline reminders settings]]</U>''' page where you can select which reminders you want to receive.
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''Update reminders settings page: [https://cloud.protemos.com/reminder/update https://cloud.protemos.com/reminder/update]
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Here you may define if the system should notify you about problems with deadlines by email.
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To change settings, click the "'''Update'''" button:
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[[File:Reminders.png|900px]]
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It will open the "'''Update reminders settings'''" page where you can select which reminders you want to receive.
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Select the necessary reminders and click the "'''Update'''" button:
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[[File:Update reminders.png|500px]]
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<span style="color:red">'''Note:'''</span> Reminders will be sent one day before and upon deadline.
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=='''Additional information'''==
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Roughly speaking, there are several types of automatic emails sent by the system:
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1. Reminders ("Approaching deadline", "Overdue").
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2. Notifications ("Job accepted", "Job completed", etc.).
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3. Messages ("Message from").
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So, on the "Reminders" page, you can manage only the reminders (the first one in the list) and it will not impact the other notifications.

Latest revision as of 13:41, 13 September 2022

Reminders page: https://cloud.protemos.com/reminder/index


The system notifies you by email about overdue projects, jobs, and vendors and clients invoices. You can switch these notifications off/on by clicking "Update":

Reminders.png

Reminders 2.png

Update reminders settings

Update reminders settings page: https://cloud.protemos.com/reminder/update


Here you may define if the system should notify you about problems with deadlines by email.

To change settings, click the "Update" button:

Reminders.png

It will open the "Update reminders settings" page where you can select which reminders you want to receive.

Select the necessary reminders and click the "Update" button:

Update reminders.png

Note: Reminders will be sent one day before and upon deadline.


Additional information

Roughly speaking, there are several types of automatic emails sent by the system:

1. Reminders ("Approaching deadline", "Overdue").

2. Notifications ("Job accepted", "Job completed", etc.).

3. Messages ("Message from").

So, on the "Reminders" page, you can manage only the reminders (the first one in the list) and it will not impact the other notifications.