CRM - Notes Notifications

Modified on Fri, 18 Aug, 2023 at 2:27 AM

Within AkkenCloud you can notify other internal users of a note that has been entered.

 

The first step would be to make sure within Admin-->User Management-->User Preferences that the recipient has the following enabled:

 

If you're sending the notes notification via e-mail you would need to enter a valid primary e-mail address within the employee record within HRM-->Employee Management:

 

If you're sending the notes notification via SMS (texting) you would need to enter a valid mobile number as well as selecting 'Enable VMS Access' as well as selecting the recipient's phone carrier within the employee record in HRM-->Employee Management:

 

 

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