Customer Alert Box
How to use the alert box? The customer Alert Box inside the Customer Profile is used to notify or alert team members to information about specific customers that they need to know or be aware of. PLEASE DO NOT PRESS THE ENTER KEY IN THIS BOX To set up the Alert Box: The Alert Box can only be utilized af…
Notifications Settings - Sections
Notifications settings are broken up into three sections: * Active - All the current active notifications that are currently turned on for your shop. * All - A list of every notification that's available to be triggered for your shop. * Bulk Edit - A quick way to make mass bulk changes to users and no…
Notifications Settings - Active
Active is all of the current active notifications turned on have for your shop.
Notifications Settings - Bulk Edit
What bulk edit allows you to do is quickly add or remove notifications for many users all at once. Bulk edit has three sections: * Notifications - List of all notifications * Employees - List of all active employees * Alert - Alert types To make bulk edits you need to make a selection in each sect…
What is a Notification
Let's first talk about what a notification actually is. A notification is a message, whether that be an email, a text-alert, some type of information, icon or symbol that will appear in an application that wants to get your attention. Like, "Hello. I need you to pay attention to me. Something's happening." Noti…
Configuring Notifications
* Full Mode Filter - If you want to just see employees that have full access, you can click that. That'll filter everyone else out and only show you the full mode. The default for this is turned off, so you can see everybody. What you will also see is we can see the shop reminder, so this is the popup that you will…
Notifications Settings - All
All is the comprehensive list of all notifications that are currently in the system. * Green is an active notification * Gray is an inactive notification We've broken the notifications up into components and then actions. So what we mean by that is we have accounting as a component of the site, and…
Shop Reminders
A shop reminder is a pop up that shows on the WIP screen every time there is a new trigger for a new shop reminder. This will pop up automatically on the screen. It pops up automatically once for each shop reminder. The system checks for new shop reminders once every minute. The bell icon can be used…
