What are the Customer Payments App Notifications?

Updated on August 28, 2017 11:27PM by Admin

News Feed

By default each and every event will be displayed in News feed on the Customer Payments home dashboard. You can stop displaying them by disabling the news feed toggle found in notifications. The events such as customer payment created, edited will be shown in feeds. You can also give priority to the notification by enabling the required notification alone. So the enabled notification will alone feed in home dashboard.

Email Feed

By default all email notifications will be disabled. You can subscribe to receive an email every time by enabling the toggle in notification dashboard. You can also give importance to the email notification that is currently required to alert you. So it automatically sends email notification whenever the particular action is performed. For example: if Customer Payment is created, you will receive an email.

Slack Feed

By default all slack notifications will be disabled. You can subscribe to receive an slack notification every time by enabling the toggle in notification dashboard. You can also give importance to the slack notification that is currently required to alert you. So it automatically sends notification to slack account whenever the particular action is performed. For example: if Customer Payment is created, you will receive a notification.


Note: Only if Apptivo account is integrated with Slack, you will view the Slack feed toggle. Or else only News feed and Email feed toggle will be viewed.

Documents

If Documents were added, deleted, downloaded, emailed and renamed. You can receive email notifications about actions performed on documents.

Notes

If Notes were added, modified and deleted then fed the news and email notifications for you regarding actions.

Steps to configure News, Email and Slack feed

  1. Log in and access Customer Payments App from your Universal Navigation menu bar.
  2. Click on “Notifications” icon located in the app header bar.
    notifications
  3. You can view notification dashboard with set of notifications at left navigation panel and their actual values such as event name, news feed, email feed and slack feed at right navigation panel.
  4. By default all news feeds will be "Enabled" and all email and slack feeds will be "Disabled".
    news feed enabled
  5. If you want to subscribe email and slack notifications, enable all email and slack notifications toggles.
  6. Changes will be updated automatically.
    notifications updated

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