CRM tab (General Configuration)
Important
These settings only affect Classic projects and quotes.
In this tab, you can manage the notifications for project managers and sales persons.
Select the Show Notifications Pop-Up checkbox to enable the popup notifications in the Home Portal.
To activate notifications for specific events, select Yes from the dropdown lists. Two additional fields will be displayed.
Select the Notification Type – E-mail or Pop-up.
From the Remind dropdown list, select the required time period.
Click the Add button.
Click the Save button.
The notifications will only be sent for the deadlines set while creating a project, task, or quote. If you change the deadline later, you will not receive a notification.
Important
We highly recommend using HTML notes. Switching to plain text format can affect your templates.