Notification Configuration

Currently, all users receive notifications for the same actions like proposal acceptance or decline, regardless of who created estimate or sent out the proposal. We’d like to add 9 sales people to our Handoff account but the notifications would be an extreme overload with the number of leads we quote per month. We’d like the option to limit notifications but the user who owns or sends out the proposal, also an “all notifications” option for managers, and limit some notifications to certain users such as invoices paid, sent to our AP to name a few examples.

Please authenticate to join the conversation.

Upvoters
Status

In Progress

Board

💡 Feature Requests

Date

4 months ago

Author

Patrick Oliverio

Subscribe to post

Get notified by email when there are changes.