Notifications Management
Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)
When managing your firm’s notifications, you will be able to:
Create Notification: Activity Type (Select Object, Add Filter, Choose Type, Configure Notify On Settings)
Create Notification: Activity Type (Setting Notification Frequency)
Create Notification: Customize Email Template, Customize Notification Details, Preview/Send Test Notification Email
Enabling "Show All Recipients in Email" Setting
Create Notification: DATE Type (Select Object, Add Filter, Choose Type, Configure Notify On Settings)
Create Notification: DATE Type (Setting Notification Frequency & Adding Attachments)
Create Notification: DATE Type (Customize Email Template, Setup Notification Details, Preview/Send Test Notification Email)