Here is a user guide instructing you to enable, moderate, and manage notifications in ERP.
In this guide, you'll learn how to enable notifications, add notifications, view notifications, assign notifications to someone else, and resolve notifications.
Setting Up Notifications
First, you will want to turn on notifications. To do this, go to Admin Tools > System Settings > System Parameters Setup.
Click on the Notifications tab. Toggle on/off which functions you want to trigger notifications. In the Send to user input, enter the emails of all users you want notified.
You can also specify the type of that particular item. For example, say you want someone notified for wholesale and ecommerce S/Os. Select those two options from the S/O Type dropdown.
Then, you'll assign the recipient of these notifications using the Send to user field.
When you're done, click Save.
You will be prompted to log out to apply your new settings. Click Yes, logout to do so - then log back in.
Adding Notifications
You can manually create notifications from a couple of places: the Notification Hub, or just about any Management Screen.
From the Notification Hub
First, you need to get to the Notification Hub. From Admin Tools > Utility, click on Notification Hub.
Click Add.
This will open the Add New Notification window. Fill out the date, type, user email(s), and any other information relevant to this notification. Click Add New when you're done.
Note: The Process # refers to the internal identifier associated with the record you are adding a notification to. For example: if the Type is Customer, clicking on the magnifying glass in the Process # field will allow you to search for and locate the customer in question. This works the same if it is a Customer, Sales Order, etc. - just use the search feature to locate the record and click on it.
You will get a message telling you the notification was created successfully.
From Management Screens
You can also create notifications from just about any management screen: Customer, Sales Order, Invoice, Purchase Order, etc. Click Action > Add New Notification.
This will take you through the same flow as above to create and save your notification.
Viewing Notifications
You can view notifications in three ways: Notification Hub, through the ERP home page, and using the notification icon in the page banner.
Notification Hub
Access the Notification Hub using the instructions above.
ERP Homepage
Access the ERP Homepage by clicking the DigitBridge logo in the upper left corner.
Click on the Notifications tab. This will open your notifications.
Notification Icon
From anywhere in ERP, you can see the bell icon on the top of the page next to a scrolling text box previewing your current notifications.
Hovering over the bell icon will expand to show the word Notifications. Click on it to open your notifications.
Manager View
As a manager, you can view everyone's notifications (this is true no matter how you opened up your notifications screen). To do this, click More Filter.
Use the filters to find the notifications you want (by Type, etc.)
Next to User Email, click the X to remove your email address. Click Apply.
Now, you can see everyone's notifications.
Reassigning Notifications
You can reassign notifications to users by clicking Assign next to the notification.
Enter the user email(s) you wish to assign the notification to. Click Assign.
Solving Notifications
You can close notifications by clicking Solve next to the notification.
Click Yes.
Caution: It is important to solve your notifications, especially if they're assigned to multiple people. If you complete a task but leave the notification, it will stay in the other users' Notification Hubs as well. Solving it will remove it from everyone else's Hubs.
Note: If you want to view your notifications right away every time you log in, you can add it to your Favorites.