How do I get a notification when the note is added to the Work Orders?

Updated on April 30, 2021 06:48AM by Admin


News Feed and Email Feed can be generated for notes added, deleted, and modified within the Contacts App by enabling the checkboxes.

Steps to Configure Notes

  • Login and access the Work Orders from the universal menu.
  • Click on the More(...) icon and select the Notifications.
Work Orders

  • On the Notification page, click on the Notes. You can set the notification for whenever the Notes are Added and Modified.
  • By Default, the News Feed notification will be Enabled and the Email Feed will be Disabled.

  • Enable the Toggle for Email Feed for Notes Added and Modified.
  • All your changes will be automatically saved.

  • Now, go to Work Orders and add the notes. Once the Note is added, you will get the notification in the News Feed as well as the Email notification.

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

  • You will get the Email Notifications as well.

Email Notification