Customer Forum

Creating Email notifications

Workbooks Support Posted: 2011-02-08 09:05

I know that you can set up an email notification for activities & meetings but can you also create an email notification to advise you that a transaction document has been assigned to you?. I am often out of the office but need to approve orders and it would be good to know by email that these are pending. Also if I have set up a queue of which I am a member does the email notification still work?

Workbooks Support Posted: Tue, 08.02.2011 - 09:36

As long as your Notification Preference is set to receive reminders, you will receive a reminder when any type of record is assigned to you (Person, Organisation. Transaction Document - Quotation, Order, Invoice etc.). Yes, you will receive notifications if you are a member of a queue.

NOTE: If you assign a record to yourself you do not receive a notification. You only receive notifications when a colleague assigns a record with you.

Here's additional information regarding Notifications and Reminders.