This article will show you how to set up email notifications for Clik Service.
For example, if a job is set to complete that change could send an email straight to the customer or when a quote has been accepted that could notify the account manager or the responsible contact.
To start, go to Settings > Settings > Communication > Property Change Notification and click 'Add', as highlighted below.
Select the property you want to set up a notification for and click 'Add'.
You will now see the type, property, and target headed columns. Click the box under target where a tick will appear like below.
Now you need to create the action for when the property is completed in a job sheet.
Click 'Add' under 'Actions/Recipients'.
Then select 'Email' and click 'Add' in the property actions box.
Click on 'Configure', to configure who sees the change via e-mail.
You can create the message those recipients receive when a job is complete and use tags by clicking on the 'Insert Tag' button.
Click 'OK' and you've just set up an email property change notification.