Difference between revisions of "System reminders and notifications"
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Revision as of 16:58, 24 November 2020
Contents
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:
- Automatically generated by the system (Deadline reminders).
- About users actions
Note: The system doesn't 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.
Managers' notifications
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 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.
Clients' notifications
Quote requests
When a quote request was rejected.
Quotes and Multiquotes
When a quote/multi-quote was sent.
Projects
When a project was created.
When a project was completed.
Invoices
When an invoice was sent.
