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Adjusting Email Notifications
Adjusting Email Notifications

How to opt in/out of the various types of email notifications

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

There are a few different areas in Settings where you can change what types of various email notifications are available to you and your company.

Settings > Me > Basics

To adjust your personal email notifications, go to Settings > Me > Basics. About halfway down the page, you will see a "Notifications" section.
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These settings control whether you receive an email regarding:

  • Your company's dashboard (set to be received daily or weekly)

  • Discussions with which you are associated

  • Sales tasks

  • Install tasks

  • When a project moves to the Contract stage

Once you have selected your desired settings, please scroll down to the bottom of the page and click Update My Information to save these changes.Β 

Settings > Company > Basics

If you have permissions to access this area, go to Settings > Company > Basics and you will find a setting for notifying outside parties when a project moves to the Contract stage.

With this setting enabled, you can enter as many email addresses as you'd like, such as emails for your accounting or purchasing teams, so they can be notified of a project that has moved into the Contract stage.

Once you have selected your desired settings, please scroll down to the bottom of the page and click Update Company to save these changes.

Settings > Company > Defaults

If you have permissions to access this area, go to Settings > Company > Defaults and you will find a setting near the bottom of the page for notifying project owners and project managers of certain actions.

These settings control whether the project owner and project manager of a project receive an email regarding:

  • When a project moves to the Contract stage

  • When a project moves to the Install stage

  • When a project deposit is paid

    • (This means that the first time anyone enters a value other than zero in the "Payments to Date" field at the bottom of the Project Details window within a project, you will receive a notification of that action.)

Once you have selected your desired settings, please click Update Notifications to save these changes.

We hope this helps! Please reach out to us in Support chat if you have any questions πŸ™‚

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