Difference between revisions of "System reminders and notifications"

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(Change profile settings)
(Quotes)
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* To the secondary manager (if assigned) when converting a quote to the project.
 
* To the secondary manager (if assigned) when converting a quote to the project.
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* To a customer when sending a quote to them.

Revision as of 12:13, 17 January 2019

System reminders

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

Please find more info here.

Notifications

There are two types of notifications in the system:

To find more, please check the corresponding articles below.

Notifications automatically generated by the system

Notifications generated with participation of users

Create account

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

Accept invitation

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

Reset password

  • To the account owner when resetting a password.

Change profile settings

  • To the account owner when changing profile data.

Quotes

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