Difference between revisions of "System reminders and notifications"

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(Notifications generated with participation of users)
(Notifications)
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* '''<U>[[System reminders and notifications#Notifications automatically generated by the system|Automatically generated by the system]]</U>'''
 
* '''<U>[[System reminders and notifications#Notifications automatically generated by the system|Automatically generated by the system]]</U>'''
  
* '''<U>[[System reminders and notifications#Notifications generated with participation of users|Generated with participation of users]]</U>'''
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* '''<U>[[System reminders and notifications#Notifications about users actions|About users actions]]</U>'''
  
 
To find more, please check the corresponding articles below.
 
To find more, please check the corresponding articles below.

Revision as of 13:53, 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

Note: The system doesn't send any messages to your clients automatically.

Only you or your managers can send quotes and invoices to them manually if necessary.

Notifications about users actions

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.