You can configure various notifications in your system to remind you of important activities.

1. The completion date of a Task.
2. Expected Delivery Date of a Sales Order.
3. Expected Payment Date.
4. A reminder of follow up.
5. If an Order greater than a particular value is received or sent.
6. Expiry notification for a Contract.
7. Completion/Status change of a Task.

To access notification setup, go to:

> Home > Settings > Notification

1. Setting Up an Alert

To set up a Notification:

1. Select the Document Type you want to watch changes on.
2. Define what events you want to watch under Send Alert On. Events are:
   1. New: When a new document of the selected type is made.
   2. Save/Submit/Cancel: When a document of the selected type is saved, submitted, or canceled.
   3. Days Before/Days After: Trigger this alert a few days before or after the Reference Date. To set the days, set Days Before or After. This can be useful in reminding you of upcoming due dates or reminding you to follow up on certain leads of quotations.
   4. Value Change: When a particular value in the selected type changes.
   5. Method: Sends notification when a specific method is triggered. Eg: before_insert.
   6. Custom: Send a notification to an Email Account selected.
3. Set additional Conditions if required.
4. Set the recipients of this alert. The recipient could either be a field of the document or a list of fixed Email Addresses.
5. Compose the message.
6. Save.

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2. Slack Notifications

If you prefer to have your notifications sent to a dedicated Slack channel, you can also choose the option “Slack” in the channel options and select the appropriate Slack Webhook URL.

2.1 Slack Webhook URL

A Slack webhook URL is a URL pointing directly to a Slack channel.

To generate webhook URLs, you need to create a new Slack App:

1. Go to https://api.slack.com/slack-apps.
2. Click on “Create a Slack App”.
3. Give your App a name and choose the right workspace. Once your app is created, go to the “Incoming Webhooks” section and add a new Webhook to Workspace.
4. Copy the created link, go back to BizCentric and use it to create a new Slack Webhook URL in Integrations > Slack Webhook URL.
5. Select Slack and your Slack channel in the channel and Slack channel fields within your notification.

 

3. System Notifications

we introduce System notifications for Assignments, mentions, documents shared, and Energy Points. These notifications show up in the notification’s dropdown on the navigation bar’s top right corner.

Also, we have introduced an additional channel to send alerts – System Notifications:

Choosing this channel will send a system notification when a notification is triggered, instead of an Email or a Slack notification.

Clicking on the notification routes to the Notification Log document which contains the configured subject, message as well as the attached file, if Attach Print is set:

If Email/Slack alerts and System Notifications both are required, the main channel can be set as Email or Slack and this option can be checked:

4. WhatsApp

We have an additional channel to send alerts – WhatsApp:

If you prefer to have your notifications sent to a WhatsApp number, you can also choose the option “WhatsApp” in the channel options and select the appropriate Twilio Number. Twilio Numbers can be added to Twilio settings in BizCentric. WhatsApp messages can only be sent to numbers which have country codes in them.

5. SMS

We have an additional channel to send alerts – SMS:

In order to use this channel, you would need to complete the configuration of SMS Settings.

6. Related Topics

1. SMS Settings
2. Document Follow