How to enable notifications for Notes in the Miscellaneous Receipt App?

Updated on June 30, 2020 05:54AM by Admin

You can customize your Miscellaneous Receipt App of Apptivo to receive email and News Feed whenever a note is added or modified.

Steps to Configure Notes

  • Login and access the Miscellaneous Receipt App from the universal navigation menu.
  • Click on the More(...) icon from the App Header and select the Notifications icon.
App Header

  • In the Notification page, click on the Notes. You can set the notification for whenever the Notes are added or modified.
  • The News Feed notification will be Enabled and Email Feeds will be Disabled.

  • Here, we have enabled the toggle to receive an email when a Note is created.
  • All your changes will be automatically saved.
Enabled Toggle

  • Now, navigate to a record in the Miscellaneous Receipt App and add the notes. Once the Note is added, you will get the notification in the News Feed as well as the Email notification.
Notes Created

  • You can view the News Feed under the News Feed tab.
News Feed

  • You will get the Email Notifications as well.
Email Feed