Difference between revisions of "System reminders and notifications"

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(Accept invitation)
(Accept invitation)
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* To a vendor when accepting invitations from a company to join their account as a vendor.
 
* To a vendor when accepting invitations from a company to join their account as a vendor.
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====Reset password====
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* To the account owner when resetting a password.
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 +
====Change profile settings===
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* To the account owner when changing their profile data.
  
 
====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.

Revision as of 11:44, 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.

Accept invitation

  • To a manager when accepting invitations from a company to join their account as a manager.
  • To a vendor when accepting invitations 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 their profile data.

Quotes

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