Difference between revisions of "System reminders and notifications"
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Revision as of 11:10, 23 December 2021
Contents
- 1 System reminders
- 2 Notifications
- 2.1 General notifications
- 2.2 Managers' notifications
- 2.3 Vendor notifications
- 2.3.1 Jobs
- 2.3.1.1 Job offer
- 2.3.1.2 Availability request (sent to vendors whose job is not the first in the chain)
- 2.3.1.3 When the previous job in the chain is completed or the job is started by a manager
- 2.3.1.4 When a job is deleted
- 2.3.1.5 When a job is approaching deadline
- 2.3.1.6 When a job is overdue
- 2.3.1.7 When a job is accepted/rejected/canceled
- 2.3.2 Tenders
- 2.3.2.1 When a vendor is invited on a tender (first claimer type)
- 2.3.2.2 When a vendor claims a tender successfully
- 2.3.2.3 When a vendor is invited on a tender (selected by a manager type)
- 2.3.2.4 When a vendor is selected for a job (succeeds in a tender)
- 2.3.2.5 When a vendor is not selected for a potential job (does not succeed in a tender)
- 2.3.3 Files
- 2.3.4 Payables
- 2.3.5 Invoices and Payments
- 2.3.1 Jobs
- 2.4 Clients' notifications
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 customer 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.
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 deleted
When a job is approaching deadline
When a job is overdue
When a job is accepted/rejected/canceled
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
Payables
(If you mark the checkbox "Finances visible".)
When a payable is added.
When a payable is updated
When a payable is deleted
Invoices and Payments
When an invoice was issued.
When an invoice was deleted.
When an invoice was modified.
When a payment was recorded.
When a payment was deleted.
When a payment was modified.
Clients' 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.
