Activity
Every action recorded, and the notifications your team and your customers receive, each tuned per kind.
The notification bell: a preset set up, a quote opened by its customer and a service item due today, then a stock monitor that fired lands on top.
Monitor fired lands in the bell
In practice
Each kind has a setting for the app and for email, which you or each person can change.
Loud when it matters
An accepted quote emails straight away, an opened one waits for the daily digest, and a design save stays in the app.
Five notification kinds as a new workspace has them: each shown in the app, an accepted quote emailed straight away, an opened quote and a new order in the daily digest, a monitor in the app only.
Your customers hear too
The messages you send customers are templates of simple blocks, with a preview against a real record, never raw HTML.
One trail per record
A quote or order keeps its own trail of sends, opens and status moves, each with who and when.
Where it appears
- AIA new request from a connected inbox, in the bell
- QuotesSent, opened and accepted, each a notification
- OrdersEvery status move on the order's trail, with its reason
- CustomersAn Activity tab of the customer's quotes and orders
- SuppliersA price moved notification when a list activates
- CatalogueImport finished or failed, in the bell
- StockCounts, locations and movements recorded to the activity stream
- ServicingEach move a service event and a trace event, together
- WizardNo match and website run notifications
- MachinistNest cut and stock low notifications from the plasma shop
- RouteDelivery completed recorded with the signature, and a webhook
- InspectA new signal on a tracked company, in the bell
- CommerceYour website's activity, in the bell
Questions
- The team should hear about the moments that matter without watching every screen.
- Yes. An admin can give one person their own setting for any kind, in the app and by email.
- By default the critical ones straight away and the important ones in a daily digest; the rest stay in the app.