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Choose Your Notification Settings
Choose Your Notification Settings

This guide provides a comprehensive walkthrough on how to navigate and configure notification preferences

Ian Butler avatar
Written by Ian Butler
Updated over a week ago

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:

Configuring 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 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

  • Step Notifications

Admins can set up company-wide notifications for themselves. These are:

  • Quotes Signed

  • Invoices Paid

  • New Payments

  • Completed Payments.

Modifying Notification Preferences

You can modify your notification preferences at the bottom of the notifications page.

Important Note on Email Notifications

DO NOT TURN ON EMAIL NOTIFICATIONS UNLESS YOU REALLY WANT & NEED THEM.

If you subscribe to email notifications, make sure they ARE NOT going to spam. If they are, move them to updates and/or mark notifications@proline.app as a safe sender.

If you allow notifications from ProLine to go to spam, you hurt the experience of other users that may rely on email notifications from ProLine to run their business.

You can stop email notifications at any time using the unsubscribe button at the bottom of each message.

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.

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