Managing User-Based Notifications

Managing User-Based Notifications

Introduction

Matters.Cloud strives to provide users with seamless communication and ensure they stay informed about important updates, tasks, and events. By managing your notification settings, you can tailor your experience to receive only the updates that are relevant to your needs. This article will guide you through the process of customizing your notifications.

Instructions

Step 1: Log in to Matters.Cloud
  1. Access your Matters.Cloud account with your credentials.
Step 2: Navigate to User Profile Settings
  1. Click on your name in the top-right corner of the dashboard.
  2. From the dropdown menu, select "Edit user profile".
Step 3: Access Notification Settings
  1. Click on the "Notifications" tab within your profile settings.
  2. Here, you'll see a list of all available notification options.

Notification Options

You can manage the following categories of notifications:
  1. Clients: Receive notifications when a new client you are responsible for is created or when an existing client is updated.
  2. Contacts: Receive notifications when a new contact you are responsible for is created or when an existing contact is updated.
  3. Organizations: Receive notifications when a new organization you are responsible for is created or when an existing organization is updated.
  4. Matters: Receive notifications when a new matter you are responsible for is created or when an existing matter is updated.
  5. Opportunities: Receive notifications when a new opportunity you are responsible for is created or when an existing opportunity is updated.
  6. Invoices: Receive notifications when an invoice (or draft invoice) is assigned to you.
  7. Tasks: Receive notifications when a new task you are responsible for is created or when an existing task is updated.
  8. Daily Email: Enable a daily summary email to receive an update on tasks assigned or overdue, planned events and matters you are responsible for which exceed their fee estimate threshold.


How to Enable or Disable Notifications

Step 1: Locate the notification option you'd like to manage.
Step 2: Toggle the button next to each option to enable or disable notifications according to your preferences.
Step 3: Click the Submit button in the bottom left-hand corner to save your changes.

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