Difference between revisions of "System reminders and notifications"

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(Create account)
(Accept invitation)
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====Accept invitation====
 
====Accept invitation====
  
* To managers and vendors when accepting invitations from a company to join their account as a manager.
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* To the manager when accepting invitations from a company to join their account as a manager.
 +
 
 +
* To the vendor when accepting invitations from a company to join their account as a vendor.
  
 
====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 12:32, 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 the account.

Accept invitation

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

Quotes

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