Advanced Notifications

The optional module Advanced Notifications allows you to create your own events with notifications. For example, whether when prices are due to be adjusted, or whether employees' qualifications (licenses, courses, certificates) are about to expire. It is you who decides how and how often recipients shall be notified. And you can always adjust events to your business's needs.

Events must be created by a person with system administrator rights in the system settings for people, assets or contracts. You can find an example for how to create events under How to create an event. And you can find a detailed description of the various windows for events under Event setup.

In case you need to adjust or even deactivate/delete events, read How to deactivate or delete an event.

Once an event is created, it is directly active. But you can still change it in the event plan.

Tip!
CC5 also comes with a bunch of standard notifications that are free of charge. Read more here.