Contacts App of Apptivo facilitates real-time notifications while making any changes to the Contacts. Database tends to get larger every day in Organizations. It becomes difficult to keep track of the incoming contacts. Also, it becomes tedious to check the changes made to existing Contacts. With little assistance from the Update Notifications feature, you can get to know about the changes effectively.
- To navigate to Update Notifications in Contacts App, Go to the Settings tab → Notifications → Update Notifications → Create.
- You will be redirected to the Create Notification Page.
- Enter the values for the fields mentioned in the Create Notification Page.
Name: Add a name for the notification.
Description: Give brief information on the notification.
From Address: Contacts App offers two types of “From Addresses”:
- Static: You can enter a default email address here.
- Dynamic: You can choose the email address from the list of employees or teams.
- Here, I have chosen a static email address.
- To set up custom notifications, it is mandatory to define three fields:
- Criteria
- Message
- Recipients
Criteria
The criteria field determines the condition when the notification has to be generated.
- Under the group, you can determine whether the notification is for the “New” or “Old” set of attributes.
- Now. Choose an attribute from the “Insert Attribute” dropdown. If needed, you can add more than one attribute by selecting ”Add Condition”.
- Here, the criteria are set to send a notification when the Job Title is changed as Senior Analyst.
- Now, the criteria are set.
Message
You can add a subject and detailed description of the message that is to be conveyed to the recipients In the Message field.
- You can customize your message using the Widgets and Attributes provided by Apptivo.
Recipients
In the recipients’ field, you can customize the email recipients. There are two types of Recipient Lists.
Associated Object
It allows you to choose the recipients from a list of values. You can choose Customer, Supplier, Assigned To, Created By, Modified By, Contact as recipient lists and click Create.
Static List
It allows you to add your own recipients and click “Create” to complete the process.
- Here, I have chosen a Static list and selected Create. A new notification is created.
- Consider the value of the Job Title is changed to Senior Analyst in a Contact.
- You can see that a notification is sent to the email mentioned in the static list as a recipient.
