There are times when you might want your colleagues to know about notifications you've received for an order in Boatyard.
An example of this is automatically letting your AR person know when an invoice has been paid.
Creating a Rule in Outlook to Forward Emails
To begin, click on the "Settings" cog in the top right corner of Outlook.
Next, click on "View all Outlook settings".
Then, click on "Rules".
Next, "click on Add new rule"
To create the rule, first, add a rule name
Next, click on "Select a condition and then select the "From" condition.
Type in captain@boatyard.com or marinemax@boatyard.com, as this is the email address our notifications always come from.
marinemax@boatyard.com is used for notifications sent to MarineMax team members. All other companies should use captain@boatyard.com.
Then, click on "And..." to select another condition.
Click on "Subject includes".
Type in part of the subject line of the type of email you would like to forward.
For example, for the email that notifies you when an invoice is paid, type "paid an invoice".
See the end of this tutorial for a list of all our notification email subjects.
Next, click on "Select an action" and then click on "Forward to"
Then, enter the email address of the person you wish to receive the forwarded email.
You can add multiple people to this rule.
Lastly, click on Save.
Now whenever you received an email from marinemax@boatyard.com, that includes the words "paid an invoice" in the subject, it will automatically be forwarded to the email address(es) you entered.
Our Notification Email Subject Lines
Below are a list of the notification emails that you are likely to receive from Boatyard and what you should use as the "Subject includes" condition when creating your rule in Outlook.
You will need to create separate rules for each type of email notification.
When a customer accepts a quote, use - has accepted a quote
When a customer declines a quote, use - has declined a quote
When a customer pays an invoice, use - paid an invoice
When a customer sends you a message, use - You have received a message
When a customer adds their credit card information, use - added a credit card
When a contractor (tech or sublet) accepts a job, use - has accepted a job
When a contractor (tech or sublet) declines a job, use - has declined a job
When a contractor (tech or sublet) adds a note, use - has added a note to a job
When a contractor (tech or sublet) adds a media file, use - has added media to a job
When a contractor (tech or sublet) changes the status of a job, use - has updated the status of a job