Managing System Notifications
To set the system notification, follow the following steps:
Step 1: Click on your avatar at the top right corner.
Step 2: Select the “Manage Notification” from the drop-down.
Step 3: Select the option “System” tab.
Step 4: Enable the notification based on your preferences simply by clicking the check box.
For example You can set system reminders whenever inquiries are added and prospects, clients, applications, and tasks are assigned to you or any changes are made so that you remain informed and facilitate timely follow-ups and task executions.
Step 5: Or, enable the “Receive all notifications” option.
Step 6: Select the “Save” option once you complete setting the system notification.
Managing Email Notifications
Enable email notifications to receive timely reminders about your assigned tasks and activities. This feature ensures you stay informed and organized by receiving alerts directly to your email inbox, keeping you on top of your responsibilities within the system.
Please Note: You should have the permission to set the email notifications
To set the notifications, please follow the following steps
Step 1: Click on your avatar at the top right corner.
Step 2: Select the “Manage Notification” from the drop-down.
Step 3: Select the “Email” Tab
Step 4: Enable the notification based on your preferences simply by clicking the check box.
Step 5: Or, enable the “Receive all notifications” option.
Note: Agentcis enabled setting two different reminders as First Reminder and Second Reminder in case of the dates, Days in Queue and Applications in Stage in Queue.
For Example: You can set email reminders to receive the initial alert 60 days before the client's visa expiry, followed by a second reminder 30 days prior. This ensures timely awareness and facilitates effective action in response to visa expiry.
Step 6: Select the “Save” tab once you complete setting the notification.
