In this guide
Introduction to Notification Settings
Notifications keep ProLine users updated about vital activities and communications within their accounts. Each user can adjust these settings based on personal or operational needs.
Accessing Notification Settings
To begin adjusting your ProLine user notification settings, follow these steps:
Start from the Project Page in your ProLine account.
Configuring User Notifications
Users can receive notifications for a variety of events. Check or uncheck the boxes next to the notifications you want to receive. ProLine offers two main notification channels:
Push Notifications: Alerts sent directly to your mobile device.
Email Notifications: Alerts sent to your designated email address.
You can toggle on/off for the following events:
New Message
Incoming Call
Message Failed
Opt-Out
Email Opened
Quote Opened
Quote Signed
Invoice Opened
Invoice Paid
New Payment
Payment Complete
Task Assigned
Task Completed
Report Updates
Recommended Notification Settings
We recommend enabling push notifications for these settings, at least at first:
New Messages
Incoming Calls
Quote Openings
Invoice Updates
These notifications help you respond to communications and increase engagement and potential revenue through timely interactions.
Modifying Notification Preferences
These settings are for your user account. Team members can modify what notifications they do and don’t receive.
That said, admins can set up four company-wide notifications. These are for quotes signed, invoices paid, new payments, and completed payments. If you’re an admin, you’ll find these settings at the bottom of the notifications page.
Troubleshooting and Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.