Notifications for contacts without access: Difference between revisions

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==There are five types of notifications==:
==There are five types of notifications==
Basic:
Basic:
*New task assigned to a contact
*New task assigned to a contact
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Revision as of 23:24, 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:


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There are five types of notifications

Basic:

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


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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:


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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.


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