Notifications for contacts without access: Difference between revisions

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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:
https://s.pfx.so/pf/pT/ZaG9oS.png
==There are five types of notifications==:
Basic:
*New task assigned to a contact
*New comment a contact was notified about:
<screenshot>
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:
<screenshot>
'''Please note:''' Additional notifications are disabled by default.
==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 ==
== Go To ==
*[[Notifications for contacts]]
*[[Notifications for contacts]]
*[[Contacts]]
*[[Contacts]]
*[[Feature Description]]
*[[Feature Description]]

Revision as of 23:23, 21 January 2021

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:


<screenshot>


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:


<screenshot>


Please note: Additional notifications are disabled by default.


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