Difference between revisions of "System reminders and notifications"

Revision as of 10:33, 23 December 2021

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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 client 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.

• To managers when a vendor completes a job

• To managers when a job is approaching deadline/overdue.

Messages

• From a vendor

• From a client

Vendor notifications

Jobs

Job offer

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.

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

When a job is approaching deadline

File:Not.V6.png

When a job is overdue

File:Not.V7.png

When a job is accepted/rejected/canceled

When a job is deleted

Tenders

When a vendor is invited on a tender (first claimer type)

When a vendor claims a tender successfully

When a vendor is invited on a tender (selected by a manager type)

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

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

Files

When a list of input files for a job is modified

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

When a payable is updated

When a payable is deleted

Invoices

When an invoice was issued

When an invoice was modified

When an invoice was deleted

Payments

When a payment was recorded

When a payment was modified

When a payment was deleted

Client 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.