System reminders and notifications
From Protemos Wiki
Revision as of 12:25, 17 January 2019 by Anatoly.k (talk | contribs) (→Notifications automatically generated by the system)
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:
To find more, please check the corresponding articles below.
Notifications automatically generated by the system
The system doesn't send any messages automatically to your clients.
Only you or your managers can send quotes and invoices to them if necessary.
Notifications generated with participation of users
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.
