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Notify Team About Items Newly Related to Project or Deal

If you want to have an overview of your project you have to know what steps are done by all team members. If you lose this insight, the result of the project can be very different from your plans.  eWay-CRM has a simple solution for these needs. You can track items that are added to a project or a deal by other users. eWay-CRM has a group of simple functions that automatically notifies team members when a document, an email or a journal is added to a project or a deal.

Notifications are related only to modules of Projects and Deals. Users can be related to a project or a deal so that they create a team. The sense of the notification is informing these users that other system users added some new item to their project or deal.

If the notification is active (see below), all users that are part of the project team or are related to the deal will receive an email saying what item (document, email or journal) was related to their project or deal. Notification is sent by email, so it is necessary that each user has his email address filled in his or her User window. If the email address is not filled, notification cannot be received.

Notify Team About Items Newly Related to Project

You can create Teams for projects - a group of people that are working on the project. The notification will be sent only to the users that are part of the particular project team. Setting of the notification is in the Administration Application of eWay-CRM in the Global Settings section, category Projects.

Team members will be notified about following types of items that are newly added to the project:

  • Document: Notify All Project Team Members About New Document Assigned to Project
  • Email: Notify All Project Team Members About New Email Assigned to Project
  • Journal: Notify All Project Team Members About New Journal Assigned to Project

For more information about notification settings in Administration Application, go to Notify All Project Team Members About New Document / Email / Journal Assigned to Project.

Notify Team About Items Newly Related to Deal

You cannot create teams for deals as it is in projects, but you can relate user with a deal by the Users tab in the Deal window. The notification will be sent only to the users that are related with the deal. Setting of the notification is in the Administration application of eWay-CRM in the Global Settings section, category Deals.

Team members will be notified about following types of items that are newly added to the deal:

  • Document: Notify All Deal Members About Assigned Document
  • Email: Notify All Deal Members About Assigned Email
  • Journal: Notify All Deal Members About Assigned Journal

For more information about notification settings in Administration Application, go to Notify All Deal Members About Assigned Document / Email / Journal.

If a notification is set, authorized users will receive (in described cases) similar email: