Notifications for contacts without access: Difference between revisions

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https://s.pfx.so/pf/pT/ZaG9oS.png
==There are five types of notifications==
==Notification templates==
Basic:
Basic:
*New task assigned to a contact
*New task assigned to a contact
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*Task notifications;
*Task notifications;
*Emails sent by automated scripts.
*Emails sent by automated scripts.
==Important==
==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.
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.

Revision as of 14:21, 2 December 2024

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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Notification templates

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.

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

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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.


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