Creating Email Property Change Notifications
This article will show you how to set up email notifications for Clik Service.
Property change notifications allow automatic emails, texts or internal messages to be sent to the relevant people when a job, quote, PO or incident has changed.
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‘.
Select the property you want to set up a notification for and click ‘Add‘.
Click ‘Close’ and you will see the new notification added. Click the ‘Target’ tick box.
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.
Close the window and click on ‘Configure‘ to configure who sees the notification via email.
You can then add the recipients and the message they will receive. Click on ‘Add Individual’ or ‘Add Group’ and double-click on the contact/s to add them.
Use tags to add specific information to your message, such as job number. Click on the ‘Insert Tag‘ button to choose the tag you want to add.
Click ‘OK‘ and your email property change notification is now set up.