Notifications Management
Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)
Learning Objectives
When managing your firm’s notifications, you will be able to:
- Configure new notifications (activity type and date type)
- Adjust the settings and recipients for your firm’s existing notifications
- Clone an existing notification
- Configure email templates to accompany specific notifications
- Adjust the default fields included in the Notification Details for a given notification
Course Curriculum
-
1
Introduction to Notifications Management
11:06 -
2
Example Activity Type Notification
06:30-
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
-
-
3
Example Date Type Notification
05:56-
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)
-