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Add Notification for Client Object

There are 3 different type of notifications for client object:

To add new notification template for client object:

  1. Enter name for the template
  2. Select notification type
  3. Enter the required (*) field
  4. Click on "Add Template" button to save new template

Please find the definitions for the fields as follow

Name *

This shows name of the notification

Type

The type can be either EMAIL,SMS,PUSH

Subject

This shows the subject of the notification

Body

This shows the body of the notification

Attachement (EMAIL only)

You can add any attachments(name and description)

Select Role/Filter

Select Role or Filter if required

from Field

This shows from field of the notification

LoggedIn Device only

You can just send the notification to loggedIn devices only by checking the checkbox