Notifications
Setup > Customization > Notifications
Notifications allows you to notify other users when certain events happen.
Add Notification
From the notification screen select Add to create a new notification.
Name : The name of the notification
Action: When the notification should fire.
Possible options are: Invoice, Order, Quote, Task or Work Order.
Event: The event that will trigger the notification. The event options will change when the Action changes.
Description: The message of the notification when it is created.
Expression: Formula that allows you to set the trigger even bases on different properties.
Email Template: The email template that will be used if a email notification is sent.
Email List: List of email address that the notification will be sent to.
User List: List of user that will be notified.
Group List: List of User groups that will be notified.
Enabled: if checked the notification will be sent.
More Info
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