Anevex ERP
Settings

Notifications Settings

For each document type: when a notification goes out, how, and to whom.

Overview

Where to find itSettingsCustomization & CommunicationNotifications
Document types with their category (Accounting, Sales, Purchases…)
Document types with their category (Accounting, Sales, Purchases…)

Steps

  1. Pick a category in Filter by Category or keep All Categories.
  2. Click a row to open it, for example Sales Invoice.
  3. Under Channels choose: Database (the bell inside the system), Email, or SMS.
  4. Under Options: Notify Related Contacts (the customer or supplier is notified too) and Beep Sound.
  5. Under Permissions choose the events: created, updated, deleted, posted, reset.
  6. Under Recipients choose roles or users. Then Save Changes.
Sales invoice notification: channels, options, events and recipients
Sales invoice notification: channels, options, events and recipients

Notes

  • Email and SMS need the service set up first in Services & Integrations.

On this page

OverviewStepsNotes