Difference between revisions of "System reminders and notifications"

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* To primary and secondary managers if they're reassigned.
 
* To primary and secondary managers if they're reassigned.
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====Jobs====
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* To a vendor when a job is proposed.
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* To managers when a vendor accepts a job.
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==='''Vendor notifications'''===
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====Jobs====
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When a job is proposed.
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When a job is assigned.
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When a job was moved to draft.
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When a job was deleted.
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When a vendor should start working on a job (if it was an availability request).
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When a job has an approaching deadline.
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When a job is overdue.
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When a job was accepted/rejected/canceled.
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====Tenders====
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When a vendor claimed/was selected on a tender successfully.
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When a vendor was invited on a tender.
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When a vendor was not selected for a potential job (didn't succeed in a tender).
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====Files====
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When a list of input files for a job was modified.
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====Payables====
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If you mark the checkbox '''"Finances visible"'''.
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When a payable was added.
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When a payable was deleted.
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When a payable was updated.
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====Invoices and Payments====
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When an invoice was issued.
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When an invoice was deleted.
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When an invoice was modified.
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When a payment was recorded.
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When a payment was deleted.
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When a payment was modified.

Revision as of 16:19, 24 November 2020

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 automatically generated by the system are Deadline reminders.

The rest of the notifications are generated according to certain users actions in the system.

Note: The system doesn't send any messages to your clients automatically. Only you or your managers can send quotes and invoices to them manually in case of necessity.

Notifications about users actions

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.

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.

Quotes

  • 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

  • To a vendor when a job is proposed.
  • To managers when a vendor accepts a job.


Vendor notifications

Jobs

When a job is proposed.

When a job is assigned.

When a job was moved to draft.

When a job was deleted.

When a vendor should start working on a job (if it was an availability request).

When a job has an approaching deadline.

When a job is overdue.

When a job was accepted/rejected/canceled.

Tenders

When a vendor claimed/was selected on a tender successfully.

When a vendor was invited on a tender.

When a vendor was not selected for a potential job (didn't succeed in a tender).

Files

When a list of input files for a job was modified.

Payables

If you mark the checkbox "Finances visible".

When a payable was added.

When a payable was deleted.

When a payable was updated.

Invoices and Payments

When an invoice was issued.

When an invoice was deleted.

When an invoice was modified.

When a payment was recorded.

When a payment was deleted.

When a payment was modified.

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