User Request for Notifications
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- Posts: 14
- Joined: Tue Sep 17, 2019 6:12 pm
User Request for Notifications
We had a user request an automatic email be sent when a proforma is routed to them by another user.
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- Posts: 3
- Joined: Tue Oct 01, 2019 10:24 pm
Re: User Request for Notifications
Our users would like that too. When we sent out a survey, this was the number one request.
- chris.wieman
- Posts: 3
- Joined: Fri Dec 06, 2019 4:38 pm
Re: User Request for Notifications
The ProForma ends up on their Action List. Here, most people keep the web page open, so they would see that.
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- Posts: 17
- Joined: Wed Sep 04, 2019 7:20 am
Re: User Request for Notifications
The email notifications in PT are designed to be summary notifications rather than instant ones to prevent an overload of emails for the attorney or secretary. As already mentioned, a soft notification or indicator is already provided on screen.