Alerts, Calendar and Push Notifications Resource Center
Calendars and Alerts
Calendars will display due dates (alerts) for time-sensitive information so team members can follow-up. Lead and Project records (eg. RFIs, Submittals, To Dos) that are marked closed will not appear in Calendars or the Alerts listing.
To Set User Alerts:
- Go to the Home View
- Click the Alerts tab
- Click 'Set Alerts' link at top section
- Select one or more Alerts by clicking the checkbox on the far right.
- Click the 'Save' button at the bottom.
Related Help Topics:
- Viewing Alerts For All Modules In a Single List or Calendar
- Module Specific Calendar - Contact Management
- Module Specific Calendar - ITB and Estimating
- Module Specific Calendar - Contract Admin
- Module Specific Calendar - Procurement
- Module Specific Calendar - Correspondence
- Module Specific Calendar - Documentation
- Module Specific Calendar - Quality Control (QC) and Safety
- Module Specific Calendar - Scheduling
Push Notifications
To Set User Push Notifications:
- Click Settings (gear icon). This will redirect and show the 'Settings Home' page.
- Click the 'Set Push Notifications' link to the far right of the user name which is listed under the company logo.
- Click the 'Enable Notification' checkbox on the far right.
- Select one or more Push Notifications by clicking the checkbox on the far right.
- Click the 'Save' button at the bottom.
Related Help Topics:
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