By selecting the appropriate checkboxes or teams on the Notifications screen (Default Notifications section) you can control which staff will be notified when a specific job-related event occurs.
To edit the default notifications:
- On the toolbar click the Settings
icon.
- On the Notifications tab, make sure that the Default Notifications section is selected.
- Select who will be notified when a specific event occurs.
Event name What has happened Who should be notified? Assign to Job Staff have been assigned to a job. Staff members who have been assigned to the job. New Job Cost A new cost has been added to a job. Staff assigned to the job, the job manager and/or team members. New Job Document A new document has been added to a job. New Job Note A new note has been added to a job. New Job Task A new task has been added to a job. Staff assigned to the job and/or team members. Milestone Completion A job milestone has been completed. Staff assigned to the job, the job manager and/or team members. Task Completion A job task has been completed. - Save your changes.