Difference between revisions of "System reminders and notifications"

Revision as of 09:26, 11 January 2022 (view source) Anatoly.k (talk | contribs) (→‎Messages) ← Older edit		Revision as of 12:54, 4 February 2022 (view source) Artem (talk | contribs) (→‎Notifications sent to vendors) Newer edit →
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Revision as of 12:54, 4 February 2022

Note: This page is not completed yet. Some information may be missing or outdated.

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

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When a vendor completes a job

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When the job that is not the first in the chain cannot be autostarted

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Messages

• From a vendor

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• From a client

Vendors

Vendor application

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Notifications sent to vendors

Invitation email

Jobs

Job offer

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Availability request (sent to vendors whose job is not the first in the chain)

Note: the estimated start date is the deadline of the previous job in the chain.

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When the previous job in the chain is completed or the job is started by a manager

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When a job deadline is changed

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When a job is accepted

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When a job is rejected

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When a job is canceled

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When a job is deleted

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Tenders

When a vendor is added to a tender (first claimer type)

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When a vendor claims a tender successfully

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When a vendor is added to a tender (selected by a manager type)

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When a vendor is selected for a job (succeeds in a tender)

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When a vendor is not selected for a potential job (does not succeed in a tender)

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Files

When a list of input files for a job is modified

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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

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When a payable is updated

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When a payable is deleted

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Invoices

When an invoice is created

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Payments

When a payment is recorded

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When a payment is modified

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When a payment is deleted

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Messages

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Notifications sent to clients

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.

Messages

When a message was sent.