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User Request for Notifications

Posted: Thu Sep 19, 2019 2:17 pm
by leslie.butler
We had a user request an automatic email be sent when a proforma is routed to them by another user.

Re: User Request for Notifications

Posted: Fri Oct 11, 2019 4:34 pm
by Theresa.hart
Our users would like that too. When we sent out a survey, this was the number one request.

Re: User Request for Notifications

Posted: Fri Dec 06, 2019 7:27 pm
by chris.wieman
The ProForma ends up on their Action List. Here, most people keep the web page open, so they would see that.

Re: User Request for Notifications

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