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TASK COACH SEND TO INVOICE HOW TO
TASK COACH SEND TO INVOICE FULL
TASK COACH SEND TO INVOICE SOFTWARE

When you manage the company the object is against: You will receive an email notification when an activity is created against the objects for any company you are designated as the Account Manager.įor example, an Account Manager may want to know when anyone records anything against their company.

TASK COACH SEND TO INVOICE FULL

Whether it be time entries on a task assigned to a team member or internal notes recorded against a milestone, the Project Manager can have full visibility not only within Accelo but also in their email inbox whenever something happens on their project by activating the button underneath the Project column for this row.

You will receive an email notification each time someone else creates an activity against the objects which you manage.įor example, a Project Manager might want to know when anyone records anything against their project. When you manage the object the activity is against: Managing an object refers to being set as the Project Manager on a Project, or Issue Manager on a Ticket for instance. When you create the activity: You will receive an email notification each time you create an activity (note, email, meeting etc.) on the enabled objects in this row. From this matrix view, you can configure your notification settings on activities based on a variety of options: Toward the right, you’ll see column headers for each object or piece of client work within Accelo corresponding with different situations in each row on the left-hand side. Each setting determines when an email notification will be sent to notify you of activity inside Accelo. This top section is for your General Notification Settings. Next, we’ll go over each of the different sections within your Notification Settings below: For certain types of notifications, you’ll either be CC’d or BCC’d as indicated by the Notification Legend above the matrices. Note that these notifications are email-based notifications.

TASK COACH SEND TO INVOICE HOW TO

How to Access Your Notification Settings In User Preferencesįrom your User Icon in the top right-hand corner of your screen, you can access your User Preferences by selecting My Preferences in the dropdown menu.įrom there, you’ll be able to access the Notification Settings section toward the middle of your page. In this guide, you'll be able to learn about: Stay on top of your tasks, sales, opportunities, tickets, projects, and client correspondence by receiving automatic email notifications generated from actions within Accelo.

TASK COACH SEND TO INVOICE SOFTWARE

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