Notifications without the Notification Manager
Every EVX Software installation sends notifications. The Notification Manager adds email templates, previews, and consolidation of quick edits. Without it, you set notifications in General configuration and in the default user preferences, and emails use a fixed layout. This page is for firms without the plugin: if Settings has no Notifications and alerts, it's for you. Super Administrators set it up, and so can users whose group allows them to manage configuration.
Jump to:
- What is where
- 1. Set up the mail server
- 2. Choose the default triggers
- 3. Choose the default subscribers
- 4. Set task and calendar options
- 5. Check the scheduled jobs
- What you don't have without the plugin
- Example: a small firm without the plugin
What is where
| What | Where |
|---|---|
| Mail server, sender, record types, and the information each email shows | Settings › General configuration › Notifications |
| Default notification triggers | Settings › General configuration › Default user preferences › Notification triggers |
| Default subscribers | Settings › General configuration › Default user preferences › Default subscribers |
| Who is told about a new or changed task | Default user preferences › Task options |
| Reminders and event invitations | Default user preferences › Task options and Calendar options |
| Scheduled jobs for reminders and summaries | Settings › General configuration › Cron events |
Notifications holds the mail settings; Test outgoing mail settings is under it.
1. Set up the mail server
Open Settings › General configuration › Notifications. Set the mail server, the sender, and the options, then send a test. See Outgoing mail settings.
Two settings on this page exist only without the plugin:
- Notification recipients email field puts the recipients in To, CC, or BCC.
- The information fields of each record type are on the same page, below the options. They work as described in Notification information fields.
2. Choose the default triggers
- Open Settings › General configuration › Default user preferences › Notification triggers.
- For each event, check Immediate, Daily summary, Weekly summary, or more than one.
- Click Save.
A row with no box checked sends nothing.
| Group | Events |
|---|---|
| Events | They are subscribed to an object; they are assigned a task; comments are made on an object they are subscribed to; number of logged hours has exceeded estimated time; name or title; estimated time; completed percentage; priority; a time entry is rejected. |
| When the following information is changed in any object, include it in the selected notifications | Task status (started or completed); a time record is logged; description; start or due date; classification. |
Check the boxes you need. A row with no box checked sends no notification. Each user can change their own triggers afterwards. See Your notification settings.
3. Choose the default subscribers
Open Default user preferences › Default subscribers. 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. See Subscriptions.
4. Set task and calendar options
In Default user preferences › Task options:
| Setting | What it does |
|---|---|
| Notify the assignee | Tells the assignee when a task is assigned or changed. |
| Notify subscribers | Tells the task's subscribers. |
| Add a reminder by default when creating a task | Adds a reminder to each new task. |
| Create automatic reminders for other assignees when editing a task | Adds reminders for the other people assigned to a task you edit. |
| Create automatic reminders when editing my tasks | Adds reminders when you edit your own tasks. |
| Task Reminders | How the reminder arrives, E-mail or Pop-up message, and how long before: 0 to 30 Minutes, Hours, Days, or weeks. |
In Default user preferences › Calendar options:
| Setting | What it does |
|---|---|
| Event Reminders | How and when people are reminded of an event. |
| Create automatic reminders when editing an event | Adds reminders when someone edits an event. |
| Send event invitations | Emails the people invited to an event. |
| Subscribe invited users | Subscribes the invited people to the event. |
5. Check the scheduled jobs
Reminders and summaries need the jobs Send reminders and Send notification summaries in Settings › General configuration › Cron events. See Outgoing mail settings.
What you don't have without the plugin
- Email templates: you can't change the subject or layout of the emails.
- Email previews.
- Immediate email consolidation: each change sends its own immediate email.
Example: a small firm without the plugin
A small firm doesn't have the Notification Manager. Its administrator sets the mail server and sends a test. In the default user preferences, she sets They are assigned a task to Immediate, and Task status and Start or due date to Daily summary. She sets Edited by to No in the default subscribers, so people don't follow every task they touch.
What you can do next
- Outgoing mail settings for the mail server and the test.
- Default user preferences for the other defaults of new users.
- Notifications for what users receive.