There are a few different areas in Settings where you can change what type notifications are available to you and your company, either via email or through Radar.
Settings > Me > Notifications
To adjust your personal notifications, go to Settings > Me > Notifications.
These settings control whether you receive an email regarding:
Your company's dashboard (set to be received daily or weekly)
Project Creation
Client Creation
Projects moving to Contract stage
Discussions with which you are associated
Sales tasks
Install tasks
Service appointments
Service case opened/closed
Portal file updates
Stock level updates
Once you have selected your desired settings, please scroll down to the bottom of the page and click Update My Information to save these changes.
Settings > Company > Basics
If you have permissions to access this area, go to Settings > Company > Basics and you will find a setting for notifying outside parties when a project moves to the Contract stage.
With this setting enabled, you can enter as many email addresses as you'd like, such as emails for your accounting or purchasing teams, so they can be notified of a project that has moved into the Contract stage.
Once you have selected your desired settings, please scroll down to the bottom of the page and click Update Company to save these changes.
Settings > Company > Defaults
If you have permissions to access this area, go to Settings > Company > Defaults and you will find a setting near the bottom of the page for notifying project owners and project managers of certain actions.
These settings control whether the project owner and project manager of a project receive an email regarding:
When a project moves to the Contract stage
When a project moves to the Install stage
When a project deposit is paid
(This means that the first time anyone enters a value other than zero in the "Payments to Date" field at the bottom of the Project Details window within a project, you will receive a notification of that action.)
Once you have selected your desired settings, please click Update Notifications to save these changes.
We hope this helps! Please reach out to us in Support chat if you have any questions 🙂