Notifications for employees are notifications / alerts you can use to keep your team up-to-date with important tasks and activities. Notifications for employees can be triggered at the event in Orders, Leads, and Tasks. The full setup is on the “Settings > Notifications” page.

Notifications for Managers and Specialists (Orders)

Notifications for employees at the event in Orders are subdivided into two groups that may have different trigger events (“For managers” and “For specialist”).

Note: Notifications for employees on the event in Orders have location-based settings and are configured individually.

Step One. Go to the “Settings > Notifications > Orders” page, select a location (if you have multiple ones), and press “+ Notification” in a corresponding section (“For managers” or “For specialist”).

Step Two. Make a selection from a dropdown list to set the trigger event.

Available events in Orders you can set as notification triggers for Managers:

  • Assigned as a manager to the order. An employee from the “Manager” field is notified at the event of the Order creation (upon pressing the “Create” button and, therefore, putting a new Order profile in the system).

  • Order status changed. A Manager is getting notifications at every event of Order status update (all statuses).

  • Order status changed to. A Manager gets a notification at the event of a selected status update. After choosing this event, you will get a dropdown list with available Order statuses to select from.

  • Order comment added. A manager is getting notifications at every comment added in the Order.

  • Order transferred from other location. A manager gets notification at the event of the Order transfer to a current location.

Available events in Orders you can set as notification triggers for Specialists:

  • Assigned as a specialist to the order. An employee from the “Assigned specialist” field gets a notification.

  • Order manager changed. The Assigned Specialist gets a notification with a corresponding Order number.

  • Order status changed. The Assigned Specialist is getting notifications at every event of Order status update (all statuses).

  • Order status changed to. The Assigned Specialist gets a notification at the event of a selected status update. After choosing this event, you will get a dropdown list with available Order statuses to select from.

  • Order comment added. The Assigned Specialist is getting notifications at every comment added in the Order.

  • Order transferred from other location. The Assigned Specialist gets notification at the event of the Order transfer to a current location.

Step Three. Make a selection between SMS, Email, and Telegram (works when the Employee profile has a phone number, email address in contact details, or active Telegram account).

Step Four. Select a notification template or create a new one. Press “Create”.

Notifications for Managers (Leads)

Notifications at the event in Leads have global settings that apply changes to all business locations (if you have multiple ones).

Step One. Go to the “Settings > Notifications > Leads” page, and press “+ Notification” in a corresponding section (“For managers”).

Step Two. Make a selection from a dropdown list to set the trigger event.

Available events in Leads you can set as notification triggers for Managers:

  • Lead created. An employee from the “Manager” field is notified at the event of the Lead creation (upon pressing the “Create” button and, therefore, putting a new Lead profile in the system).

  • Lead status changed. A Manager is getting notifications at every event of Lead status update (all statuses).

  • Lead status changed to. A Manager gets a notification at the event of a selected status update. After choosing this event, you will get a dropdown list with available Lead statuses to select from.

  • Appointed as a manager in lead. An employee from the “Manager” field is notified.

Step Three. Make a selection between SMS, Email, and Telegram (works when the Employee profile has a phone number, email address in contact details, or active Telegram account).

Step Four. Select a notification template or create a new one. Press “Create”.

Notifications for employees (Tasks)

Notifications for employees at the event in Tasks have global settings that apply changes to all business locations (if you have multiple ones).

Step One. Go to the “Settings > Notifications > Tasks” page, press “+ Notification”.

Step Two. Make a selection from a dropdown list to set the trigger event.

Available events in Tasks you can set as notification triggers for employees:

  • Assigned to the task. All employees from the “Assignee” field are notified at the event of being assigned or removed from the Task.

  • Task changed. All Assignees and the Task Creator (Author) are notified at every Task update. For Completed Tasks, updates do not trigger notifications.

  • Task completed. The Task Creator (Author) gets a notification on the Task completion.

Step Three. Make a selection between SMS, Email, and Telegram (works when the Employee profile has a phone number, email address in contact details, or active Telegram account).

Step Four. Press “Create”.

How to edit or delete Notifications / Reminders for clients

Go to the “Settings > Notifications” page, find a corresponding notification, and double-click to edit, then change what you need and press “Save”. To remove a notification from the system, press the delete button.

Select multiple notifications, then you can make bulk actions, remove all selected notifications at once, change template, change sending method or copy them to other locations.

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