Contact Notifications

• Overview
• Adding a Notification to a Contact
• Enabling the New Element Note Check Setting
• Viewing a Contact Notification on a Quote (or Other Element)
• Marking a Notification as Read on a Quote (or Other Element)
• Deleting a Notification from a Contact
• Converting a Contact Notification to a Contact Note

Overview

Each contact can have a notification entered, and when the contact is used on a Quote (or other elements), the notification will push to the Notifications tab of the element. Additionally, you can enable (or disable) a system setting that will turn the element's Notifications tab red whenever a new notification appears on it. For example, a venue contact entry might have a notification about the loading dock at the venue. If you create a new Quote and use that venue in the "Venue" field, the notification from the venue contact entry will appear in the Notifications tab of the Quote.

Adding a Notification to a Contact

1. Open the contact entry that you want to add a notification to.
2. Click the Notifications tab.
3. Select the  Add New Notification icon in the footer. 
4. Click ADD. 

Enabling the New Element Notification Check Setting

When a new notification is added to the Notifications tab of a Quote (or other elements), you can have the Notifications tab notify you that a new note has been added. This is possible by enabling a setting that will check if the currently logged in user has seen the note or not.

1. On the  Projects menu, click Project Settings.
2. Find the New Element Notification Check Enabled option and choose Yes from the drop-down menu.

Now, whenever a new notification is added to the Notifications tab of an element, any user who has not read that notification will see the Notifications tab shaded in red. This includes new notifications that are automatically added when creating a new element using a contact with a notification.

Viewing a Contact Notification on a Quote (or Other Element)

When a contact with a notification is used as either the Client, Vendor, or Venue on an element, their default notification will show in the Notifications tab of the element. As described in the previous section, if the New Element Note Check Enabled option is turned on, the Notifications tab will automatically turn red. Remember, the notification check setting works per user, which means that any user who hasn't seen the new notification will see a red Notifications tab until they read the notification(s).

Marking a Notification as Read on a Quote (or Other Element)

When the Notifications tab on an element turns red (because there are unread notes), you can go to the Notifications tab and mark a note as "read" so the tab will return to its normal color. You can also mark the notification as "unread" if needed.

1. Click the Notifications tab on an element with unread notes.
2. Click Mark as Read in the column of the notification that you want to mark as read.

Marking a notification as "read" will only apply to you (the currently logged in user). Other users will have to mark notes as "read" separately.

Deleting a Notification from a Contact

When a notification is no longer needed for the contact, you can delete that notification from the contact so it won't automatically add to the Notifications tab of an element anymore.

1. Open the contact that you want to delete the notification from.
2. Click the Notifications tab.
3. Click the checkbox(s) in the row of the notification that you want to delete and select the  Delete Selected Notification(s) icon in the footer. OR select the  Options Menu of the notification that you want to delete and select Delete.

Converting a Contact Notification to a Contact Note

1. Open the contact record that you want to add a notification to.
2. Click the Notifications tab.
3. Select the  Options Menu of the notification that you want to convert.
4. Click Convert to Note.

Now, the notification will appear in the Notes/Tasks tab of the contact as a note. Remember, notes do not push to an element and are used for internal reference.