Notification Settings Search List Screen

From Notification Settings, you can configure email and SMS notifications to communicate important information to your customers. You can send:

• Email or SMS notifications when a work ticket is completed.
• Email notifications to remind customers of upcoming appointments.

You can manage notification settings at both the system and branch levels. A green checkmark in the Email Enabled or SMS Enabled column indicates that the feature is enabled for a branch.

Screen Element	Description
Email Notification Enabled	Use this toggle to enable or disable email notifications at the system level.
SMS Notification Enabled	Use this toggle to enable or disable SMS notifications at the system level.
Reply to Email (System)*	The responding email address. When your customers receive an email notification, it will appear to be coming from this address.
Auto-Generated Toll-Free Number	The unique number assigned to your company for SMS message correspondence.

Branches Search List

From the branch search list, you can view and manage notification settings. 

Manage and View Notification Settings

Screen Element	Description
Search	Carry out searches based on the search settings you have configured.
Advanced Search Tools	You can utilize advanced search tools to filter, sort, group, and display search results in the most suitable way for your company.
Branch Notification Settings	You can change notification settings for an individual branch by clicking on the listed branch.
Bulk Actions Menu	You can change the notification settings for more than one branch at a time by checking the boxes to the left of the branches that you want to update and then clicking on the Bulk Action menu to carry out one of the listed actions: Enable Email Notifications Disable Email Notifications  Enable SMS Notifications  Disable SMS Notifications Use Branch Name Use Company Name
Three Dots Menu	You can view more options by clicking the three dots icon on the right side of the screen:  Save As - Click save as to save search lists that you have configured using the advanced search tools. After you save your list, pull it up by clicking the downward arrow1 in the search lists field next to the advanced search tools. You can clear out this list by clicking on the X 2 next to the name of the list.  My default - Set a search list you have configured as your default by clicking My default. This list will automatically populate in your Branches list. You will see the below list message once you have successfully defaulted your search list.  Reset your search lists to the system default list by clicking on Reset Advanced Search. This option will replace any unsaved changes so you will need to confirm the change before the action can be carried out. Click on Print Screen to print out a copy of the search list exactly as viewed on your screen along with a date and time stamp in the upper left corner. After you click on Print Screen you will be brought to the Print Preview screen where you can save the document as a PDF as well.  Export to Excel enables you to download the search list information into a spreadsheet. There are two different exporting options. Click Export to Excel (Current View) if you only want to include what is viewable on your current screen in your spreadsheet and click on Export to Excel (All Fields) to include all fields even if that field is not displayed in your current list.

Edit Branch Notification

To customize notification settings for a specific branch:

1. Select a branch from the list.
2. Modify the notification settings in the Edit Branch Notification modal.
3. Click Save to apply changes.

Screen elements of the Edit Branch Notification modal are described below:

You can use the Bulk Actions menu to apply Use Branch Name or Use Company Name settings to multiple branches in notifications.