Notifications configuration
Notifications tell people by email when something they follow changes: a task assigned to them, a comment, a new due date. This page sets your firm's defaults: which events send an email, whether it goes out at once or in a summary, and who follows each task. Users can then change their own. Super Administrators set it up, and so can users whose group allows them to manage configuration.
The Notification Manager is a plugin. EVX Software's implementation team turns it on, according to your subscription. If your firm doesn't have it, Settings has no Notifications and alerts; see Notifications without the Notification Manager.
Jump to:
- Open the Notification Manager
- Notification triggers
- Default subscribers
- What has to run for summaries and reminders
- Example: field staff at once, managers once a day
Open the Notification Manager
SettingsNotifications and alerts
Each setting of the Notification Manager has its own page.
| Setting | What it decides | Page |
|---|---|---|
| Notification triggers | Which events send a notification, and when. | This page. |
| Default subscribers | Who is subscribed to a task automatically. | This page. |
| Notification information fields | Which details each email shows, for each kind of record. | Notification information fields |
| Email templates | The subject, recipients, and layout of each email. | Notification email templates |
| Email previews | A sample of each email. Nothing is sent. | Notification emails |
| Notifications | The mail server, the sender, and the delivery options. | Outgoing mail settings |
| Test outgoing mail settings | Sends a test email to check the mail server. | Outgoing mail settings |
Notification triggers
Choose, for each event, whether people are told Immediate, in a Daily Summary, or in a Weekly Summary. Check one or more boxes per row, and click Save. A row with no box checked sends nothing.
| Group | Events |
|---|---|
| Notify a User When | They are subscribed to a record, they are assigned a task, comments are made on a record they are subscribed to, a time entry is rejected. |
| Changes to a task | Task status (started or completed), start date or due date, estimated time, manual percent completed, priority. |
| Changes to any record | Description, classification, name or title. |
Each event can go out at once, in the daily summary, or in the weekly summary.
Immediate email consolidation, at the bottom, avoids one email per save:
- Minutes to wait before sending an Immediate notification: after a change, EVX Software waits this long and groups the other edits on the same record into one email.
- Keep specialized subject when consolidating Immediate emails: keeps a subject such as "New task assigned to you" instead of the general "Activity on task" when the grouped edits include adding, completing, or reopening a task.
These are the firm's defaults. Each user can change their own triggers. See Your notification settings.
Default subscribers
Choose who is subscribed to a task automatically. Choose Yes or No for each: Assigned to subscribes the person the task is assigned to, Created by the person who creates it, and Edited by the person who edits it. Subscribers receive the task's notifications. Each user can change this for themselves.
Subscribers receive the notifications of the task.
See Subscriptions.
What has to run for summaries and reminders
Daily and weekly summaries, reminders, and, if your firm uses it, sending through cron depend on scheduled jobs in Settings › General configuration › Cron events: Send notification summaries, Send reminders, and Send notifications through cron. If summaries or reminders stop arriving, check these first, then the mail server. See Outgoing mail settings.
Example: field staff at once, managers once a day
A firm wants field staff told at once when a task is assigned to them, and project managers to get one email a day. The administrator sets They are assigned a task to Immediate, and Task status and Start date / Due date to Daily Summary, with 5 minutes in Minutes to wait before sending an Immediate notification. A project manager who prefers everything at once changes her own triggers in her preferences.
What you can do next
- Notification information fields to choose what each email shows.
- Notification email templates to change the wording.
- Notification emails to see what people receive.