Difference between revisions of "Reminders"

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(Additional information)
 
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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 vendors and clients invoices. You can switch these notifications off/on by clicking "'''Update'''":
  
[[File:Reminders 2.png|border|1100px]]
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[[File:Reminders.png|900px]]
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[[File:Reminders 2.png|280px]]
  
 
=='''Update reminders settings'''==
 
=='''Update reminders settings'''==
  
 
''Update reminders settings page: [https://cloud.protemos.com/reminder/update https://cloud.protemos.com/reminder/update]  
 
''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.
 
Here you may define if the system should notify you about problems with deadlines by email.
  
To change settings, press the "'''Update'''" button:
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To change settings, click the "'''Update'''" button:
  
[[File:Reminders 22.png|1100px]]
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[[File:Reminders.png|900px]]
  
 
It will open the "'''Update reminders settings'''" page where you can select which reminders you want to receive.
 
It will open the "'''Update reminders settings'''" page where you can select which reminders you want to receive.
  
Select the necessary reminders and press the "'''Update'''" button:
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Select the necessary reminders and click the "'''Update'''" button:
  
 
[[File:Update reminders.png|500px]]
 
[[File:Update reminders.png|500px]]
  
 
<span style="color:red">'''Note:'''</span> Reminders will be sent one day before and upon deadline.
 
<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.