Back Office Portal - Notification Settings
Last updated
Last updated
In the Notification Settings tab, you can set up your email provider to send emails from the CRM. Additionally, you can tailor email templates for automated communication with clients and back-office users. Furthermore, you have the flexibility to customize and configure notifications within the CRM to be dispatched to specific parties. You can choose between email notifications or popup notifications within the CRM interface. This enables you to designate the appropriate individuals who will receive notifications for various events or actions, ensuring that relevant personnel can promptly attend to important matters.
Notifications in the CRM are divided into three categories:
New Approval Requests
Review of Requests
Others
You can easily switch between these categories using the top menu.
To configure a notification, please follow these steps:
Click on the "Edit" icon next to the notification you want to configure.
Select the specific parties or individuals who should receive the notification.
Choose the preferred notification method, either via email or popup.
Once you have configured the notification settings, the respective parties will receive notifications:
Popup - please refer to this section for more details: Notification Module
Click "Save" to apply the changes and update the notification settings.
