Notifications for contacts without access

From PlanFix
Jump to: navigation, search

Notifications for contacts without Planfix access and templates for these notifications can be set up in the section Account management - Email - Notifications for external contacts:


ZaG9oS.png


There are five types of notifications

Basic:

  • New task assigned to a contact
  • New comment a contact was notified about:


h4KXWB.png


Additional notifications, which are optional:

  • Task created from an external contact's incoming email (auto-response)
  • Task accepted that an external contact owns
  • Status changed of a task an external contact owns:


gaE1n0.png


Please note: Additional notifications are disabled by default.


You can also specify which email addresses do not use to receive robot responses.


nDiJXu.png


These addresses will not be used for:

  • Auto-responses;
  • Task notifications;
  • Emails sent by automated scripts.


Important

If the assigner of a task is an external contact without Planfix access and the assignee is another external contact without access, notifications will not be sent to the assignee.


Go To