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Setting up customer notifications

How do I set up notifications for customers?

Would you like a reminder when, for example, it is time to renew a customer contract? Notifications can be set up for each customer to help you remember this, or other relevant things.

Notifications can be created by the administrator and supervisors. Once a notification is set up, it will also be possible to edit and delete it.

 

NOTE:

Supervisors can only create, edit, and delete notifications for customers within the supervisor's assigned customer areas. For more information regarding this, go to Company Structure.

 

In this article, you will learn how to create, edit, and delete customer notifications:



 

 

This is how you create notifications for your customers

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In the menu, go to Customers > Customer list

 

Click on Edit notifications for this customer Påmindelse.png

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Click on Create notification

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Fill out the following information

 
Name
Description

Activated the

The date you want the reminder to be triggered.

Notification type

Select the type that describes what the notification is generally about. New types can be added by clicking on Add tilføj.png

To learn more about notification types, see the following article: Introduction to notification types

NOTE! While notification types can be created by supervisors, they can only be deleted by the administrator.

Notification

Here, you can describe the specifics of the notification, e.g. what exactly you want this notification to remind you to do.

Repetition

Select if the notification should be repeated. You can choose between the following:

  • Never
  • Daily
    • The notification must be repeated on a daily basis.
  • Weekly 
    • Select which day(s) the notification should be triggered on every week.
  • Monthly
    • Decide whether the reminder should be repeated on the date you set or on the 1st, 2nd, 3rd or 4th day (Monday–Sunday) of the month.
  • Yearly
    • The notification will be triggered every year on the same date.

Repeat each

Here, you can adjust the repetition, for example if it should be repeated every 2, 3, or 4 months

Ends

Here, you can decide whether the repetition pattern should end on a specific date or never stop.

Type

Select how to receive the notification:

  • Only in the system (go to Customers > Notifications or through the Overview)
  • By e-mail
  • By text message (NOTE! The add-on module Text Message must be activated)
  • By e-mail and text message (NOTE! The add-on module Text Message must be activated to receive text messages).

Receiver

Select who should receive the notification:

  • Administrator and supervisors
  • Only administrator
  • Only supervisors
 

  

 

NOTE:

Supervisors can only receive notifications for customers who are assigned to the supervisor's customer areas. If multiple supervisors are assigned to the same customer area, they will all receive the notification. For more information regarding customer areas, go to Company Structure.

 
Complete the process by clicking on Create

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This is how you edit notifications

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In the menu, go to Customers > Customer list

 
Click on Edit notifications for this customerPåmindelse.png

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Then, click on Edit notification rediger.png

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Edit the information

 

Finally, click on Save

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This is how you delete a notification

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In the menu, go to Customers > Customer list

 

Click on Edit notifications for this customer Påmindelse.png

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Then, click on Delete notification Slet.png

 

Complete the process by clicking on Accept

 

 

 

NOTE:

When the notification is deleted, it will no longer be displayed in the system and no e-mail and/or text message will be sent.

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