Email And Notifications - Setup

The Notification Setup section allows users to configure email and notification settings for various actions related to Overall Module management.

This includes actions like creating, updating, and deleting. These settings ensure that users receive the necessary communication when certain activities occur.

Step 1. From the App Launcher, click Setup.

Step 2. Navigate to Setup Alerts and Notifications

Step 3. Select Respective Module to set the notification and email (Eg: CRM, Estimation, etc.,)

Step 4. Select Sub module under the selected main module (Eg: Account, Opportunity, Contact, etc.,)

Step 5. Under Communication Setup you can be able to see the list of action code for the respective sub module.

Step 6. List of Action Codes (Eg: DELETE_ACCOUNT, UPDATE_ACCOUNT, CREATE_ACCOUNT, etc.,)

Step 7. Enable/Disable the email Option

• To enable email notifications for an action, check the box in the Email column next to the respective action.

• This will ensure that users will receive an email whenever the respective action is triggered.

Step 8. Enable/Disable the Notification Option

• Like email notifications, there is a Notification column for each action.

• Check the box in the Notification column to enable in-app notifications for the corresponding action.

• This ensures users receive an alert within the application whenever the respective action occurs.