Overview
Within the Organization Settings Menu, Admins have the ability to manage and maintain a distribution lists for Automated Email notifications.
Automated Notifications are organized by several categories including:
Program Updates
Accounting
Sales
Service
Compliance
CRM Contact
Milestones
NTP
Installation
Activation
This is an optional feature. Adding and removing emails is simple, and is a powerful tool we encourage partners to take advantage of!
Step by Step Guide:
Step 1: Click "Organization Settings" to Access Organization Admin Menu
Step 2: Click "Emails" Tab
Step 3: Input Emails for Each Notification Category
The same email can be used for multiple categories, seperate multiple email addresses with a comma
FAQ
| Question | Answer |
1 | Do I have to input emails for every category? | No, this is completely optional! |
2 | Can I put multiple email addresses in each category? | Yes! seperate each with a comma |
3 | Which category should I be in to recieve email notifications regarding account stipulations? | Stipulation emails are routed to the milestone contact(s) for the project's current stage:
|