CRM User Notification Receiver Guide

CRM User Notification Receiver Guide

In this article, we'll discuss about which users get notified whenever something is created within the CRM.

This applies to MeasureSquare CRM

User Notification:


User notification will be toggled on/off through Clicking the Name (Right Corner of screen) > Profile > Notification.


To ensure that the specific settings are set, click Save

Project:


NewAll project members except creator
WonAll project members except updater
LostAll project members except updater
Stage ChangedAll project members except updater
Assign OwnerThe user assigned as Project Owner
Assign EstimatorThe user assigned as Project Estimator




Bid:


Bid ApprovedOwner
Bid DeclinedOwner



Change Order:


Change Order ApprovedOwner
Change Order DeclinedOwner




Quote:


Quote ApprovedOwner
Quote DeclinedOwner
Quote ViewedOwner



Invoice: 


Invoice PaidOwner
Invoice OverdueOwner



Note & Comments:


Comment\Note MentionedAll mentioned users followed by @ and comments




Installation Schedule: 


Schedule ReminderOwner, Installer, Customer




Task: 


Task ReminderOwner, Assignee
Task AssignedAssignee



You may reach out to our Support team: Monday–Friday 7:30am–4:30pm PST, (626) 683-9188 ext. 3, support@measuresquare.com