How can I set up notifications for my accounts?

With ForceManager you can create notifications for your accounts so that your sales reps are aware of important information (overdue invoices, payment warnings, etc.) or when you have something specific to bring to the attention of your team.

 These notifications will be displayed and highlighted whenever a sales rep accesses account data or order information.

How can I create a notification for an account?

Notifications must be created from the web version. Access the account that you want to set a notification for. Click "Notifications" in the top right corner of the screen.

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A pop-up window will be displayed where you can add the message that you want sales reps to see when they view the account or process an order for it.

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To modify or delete a message click "Notification" again.

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How can I view notifications?

 Web Version

Whenever you access an account, any active notifications are displayed in the top right corner of the screen. A highlighted box displays the message.

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Active notifications will also be displayed when an account is added to a new order.

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Android Devices

A highlighted box is displayed when you access the account with a preview of the notification. Click "See More" to view the full message. alertaandroid.png

 

iOS Devices

A highlighted box is displayed whenever you access the account with a preview of the notification. The date and name of the user that published it is displayed when you click the box alertaios.png

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