Create custom notifications

Create custom notifications

To create custom notifications perform the following steps: 

1. Click Tools in the main menu and choose Custom Notifications from the drop-down menu.  



2. Click the Custom Notifications button on the right. 



3. Click the New Custom Notification button on the right.  



4. Enter the Name, Module, and Description and click the Next button. 

                    

5. Mention the trigger point when the notification needs to be executed. 



6. Notifications can also be sent out at custom pre-defined trigger points, by assigning certain criteria's. More number of criteria can be added to the triggers by clicking on the Add Criteria link and adding the details. Click the Next button after adding the criteria's for the trigger.



7.  Specify the notification action details like
  1. send email or SMS,
  2. to whom the notification needs to be sent,
  3. the other email addresses to which the mail needs to be sent during the action,
  4. the mail subject and
  5. the main body of the message



8. Finally, click the Save button to save the custom notification details. 


How-To Activate Standard Notifications.