New Enhancement: User Notification Settings

Featured Functionality

Your favorite Merchant Services CRM has received a new enhancement to the User Settings page, enabling users to exercise more control over the email and popup notifications they receive.

 

The email and popup notifications can now be enabled or disabled for every type of event that can occur in the CRM:

 

 

With the new settings, you can now declutter your workspace by showing only the notifications that you really need.

 

Here is a closer look at what each event option means, together with examples of the notification popup messages:

 

Calendar Event Created For Me
Notifies you when a Calendar Task or Appointment is designated as Set For you.

 

Calendar Event Created For My Lead
Notifies you when a Calendar Task or Appointment is created for a lead to which you are assigned.

 

Email Opened
Notifies you when an email sent by you or another user on a lead to which you are assigned is opened by a recipient.

 

Email Received
Notifies you when an email is received from an email address saved on a lead to which you are assigned.

 

Helpdesk Ticket Assigned
Notifies you when a Helpdesk ticket is assigned to you.

 

Helpdesk Ticket Commented
Notifies you when a comment is posted to a Helpdesk ticket and you are selected to be notified.

 

Helpdesk Ticket Created
Notifies you when a Helpdesk ticket is created and you are selected to be notified.

 

Helpdesk Ticket Resolved
Notifies you when a Helpdesk ticket to which you are associated is marked as Resolved.

 

Lead File Uploaded
Notifies you when a file is uploaded to a lead and you are selected to be notified.

 

Lead Import Status Changed
Notifies you when your lead import begins, completes, or fails.

 

Lead Note Added
Notifies you when a note is posted to a lead and you are selected to be notified.

 

Lead Received From API
Notifies you when a lead is received from the API or POST token and you are selected to be notified.

 

Lead Status Changed
Notifies you when a lead to which you are assigned has its status changed.

 

Merchant Linked
Notifies you when you are assigned to a merchant account.

 

Merchant Started Processing
Notifies you when a merchant submits their first batch amount over $10.

 

Merchant Stopped Processing
Notifies you when a merchant exceeds their Days Until Notice threshold for not submitting a batch.

 

Phone Call Missed
Notifies you when you miss a call to your extension or group.

 

Residuals Report Published
Notifies you when a residuals report is published that includes merchants to which you are assigned.

 

SMS Received
Notifies you when an SMS is received from a phone number saved on a lead to which you are assigned.

 

TurboApp Submitted
Notifies you when a TurboApp is submitted to a processor and you are selected to be notified.

 

TurboApp Updated
Notifies you when a TurboApp is updated by the processor with a comment or status change.

 

Voicemail Received
Notifies you when a voicemail message is left for you or your group.

 

We hope you enjoy using the new feature!

 

Stay tuned for more cool updates coming soon!

 


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