User Request for Notifications

User-submitted ideas for WA Proforma Tracker
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leslie.butler
Posts: 14
Joined: Tue Sep 17, 2019 6:12 pm

User Request for Notifications

Post by leslie.butler » Thu Sep 19, 2019 2:17 pm

We had a user request an automatic email be sent when a proforma is routed to them by another user.
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Theresa.hart
Posts: 3
Joined: Tue Oct 01, 2019 10:24 pm

Re: User Request for Notifications

Post by Theresa.hart » Fri Oct 11, 2019 4:34 pm

Our users would like that too. When we sent out a survey, this was the number one request.
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chris.wieman
Posts: 3
Joined: Fri Dec 06, 2019 4:38 pm

Re: User Request for Notifications

Post by chris.wieman » Fri Dec 06, 2019 7:27 pm

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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suki.sahansara
Posts: 16
Joined: Wed Sep 04, 2019 7:20 am

Re: User Request for Notifications

Post by suki.sahansara » Tue Jan 28, 2020 10:25 am

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.
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