Difference between revisions of "System reminders and notifications"
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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>[[ | + | Please find more info '''<U>[[Reminders|here]]</U>. |
=='''Notifications'''== | =='''Notifications'''== | ||
| − | + | <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. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | <span style="color:red">'''Note:</span> '''The system | ||
==='''General notifications'''=== | ==='''General notifications'''=== | ||
| Line 39: | Line 33: | ||
* 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==== | ||
* 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. | ||
| − | |||
| − | |||
====Projects==== | ====Projects==== | ||
| Line 57: | 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==== | ====Messages==== | ||
| Line 69: | Line 72: | ||
[[File:Not.M1.png]] | [[File:Not.M1.png]] | ||
| + | |||
| + | <hr> | ||
* From a client | * From a client | ||
| Line 74: | Line 79: | ||
[[File:Not.M2.png]] | [[File:Not.M2.png]] | ||
| − | |||
| − | ====Jobs | + | ====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===== | =====Job offer===== | ||
| − | [[File:Not.V1.png]] | + | [[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)===== | =====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 | + | =====When a job is rejected===== |
| − | [[File:Not. | + | [[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 | + | =====When a job is canceled===== |
| − | [[File:Not. | + | [[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==== | ====Tenders==== | ||
| − | =====When a vendor is | + | =====When a vendor is added to a tender (first claimer type)===== |
[[File:Not.V14.png]] | [[File:Not.V14.png]] | ||
| + | |||
| + | <hr> | ||
=====When a vendor claims a tender successfully===== | =====When a vendor claims a tender successfully===== | ||
| Line 123: | Line 181: | ||
[[File:Not.V15.png]] | [[File:Not.V15.png]] | ||
| − | =====When a vendor is | + | <hr> |
| + | |||
| + | =====When a vendor is added to a tender (selected by a manager type)===== | ||
[[File:Not.V16.png]] | [[File:Not.V16.png]] | ||
| + | |||
| + | <hr> | ||
=====When a vendor is selected for a job (succeeds in a tender)===== | =====When a vendor is selected for a job (succeeds in a tender)===== | ||
[[File:Not.V17.png]] | [[File:Not.V17.png]] | ||
| + | |||
| + | <hr> | ||
=====When a vendor is not selected for a potential job (does not succeed in a tender)===== | =====When a vendor is not selected for a potential job (does not succeed in a tender)===== | ||
[[File:Not.V18.png]] | [[File:Not.V18.png]] | ||
| + | |||
| + | <hr> | ||
====Files==== | ====Files==== | ||
| Line 140: | Line 206: | ||
[[File:Not.V5.png]] | [[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==== | ====Finances==== | ||
| Line 150: | Line 220: | ||
[[File:Not.V10.png]] | [[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====== | ======When a payable is updated====== | ||
[[File:Not.V11.png]] | [[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====== | ======When a payable is deleted====== | ||
[[File:Not.V12.png]] | [[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===== | =====Invoices===== | ||
| Line 165: | Line 247: | ||
[[File:Not.V19.png]] | [[File:Not.V19.png]] | ||
| − | + | <hr> | |
=====Payments===== | =====Payments===== | ||
| − | ======When a payment | + | ======When a payment is recorded====== |
| + | |||
| + | [[File:Not.V20.png]] | ||
| + | |||
| + | <hr> | ||
| − | ======When a payment | + | ======When a payment is modified====== |
| − | ======When a payment | + | [[File:Not.V21.png]] |
| + | |||
| + | <hr> | ||
| + | |||
| + | ======When a payment is deleted====== | ||
| + | |||
| + | [[File:Not.V22.png]] | ||
| + | |||
| + | <hr> | ||
====Messages==== | ====Messages==== | ||
| Line 179: | Line 273: | ||
[[File:Not.V0.png]] | [[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
- 1 System reminders
- 2 Notifications
- 2.1 General notifications
- 2.2 Notifications sent to managers
- 2.3 Notifications sent to vendors
- 2.4 Jobs
- 2.4.1 Job offer
- 2.4.2 Availability request (sent to vendors whose job is not the first in the chain)
- 2.4.3 When the previous job in the chain is completed or the job is started by a manager
- 2.4.4 When a job deadline is changed
- 2.4.5 When a job is accepted
- 2.4.6 When a job is rejected
- 2.4.7 When a job is canceled
- 2.4.8 When a job is deleted
- 2.4.9 Tenders
- 2.4.9.1 When a vendor is added to a tender (first claimer type)
- 2.4.9.2 When a vendor claims a tender successfully
- 2.4.9.3 When a vendor is added to a tender (selected by a manager type)
- 2.4.9.4 When a vendor is selected for a job (succeeds in a tender)
- 2.4.9.5 When a vendor is not selected for a potential job (does not succeed in a tender)
- 2.4.10 Files
- 2.4.11 Finances
- 2.4.12 Messages
- 2.5 Notifications sent to clients
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
.1.png)
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.
1.4.png)
Quotes and Multiquotes
When a quote/multi-quote was sent.
1.3.png)
1.1.png)
Projects
When a project was created.
.1.1.png)
When a project was completed.
.1.1.png)
Invoices
When an invoice was sent.
.1.1.png)
Messages
When a message was sent.
.1.1.png)
