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Notify Overview

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The Notify module contains a wizard implementation that will help you create email notifications and automated tasks.

  1. From the menu, click Settings.
  2. Under the Tools and Support menu, click Notify. 

The Notify Implementation screen displays with the All Records selected. This displays the implemented notifications.

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New Implementation

Learn how to create a new email notification or an automated task.

View Templates

In the Filter panel, click on the Email Templates expand arrow to see the available notification templates.

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View Automated Tasks

In the Filter panel, click on the Automated Tasks expand arrow to see the tasks that can be automated.

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