Course Description
This course reviews how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)
The content is relevant only to users who have the Notifications Management user capability (accessible from Tools > Notifications.)
Course Curriculum
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1
Introduction to Notifications Management
11:10 -
2
Example Activity Type Notification
06:46-
Create Notification: Activity Type (Select List, Add Filter, Choose Type, Configure Notify On Settings)
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Create Notification: Activity Type (Setting Notification Frequency)
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Create Notification: Customize Email Template, Customize Notification Details, Preview/Send Test Notification Email
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Enabling "Show All Recipients in Email" Setting
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3
Example Date Type Notification
05:59-
Create Notification: DATE Type (Select List, Add Filter, Choose Type, Configure Notify On Settings)
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Create Notification: DATE Type (Setting Notification Frequency & Adding Attachments)
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Create Notification: DATE Type (Customize Email Template, Setup Notification Details, Preview/Send Test Notification Email)
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