Cinode allows Talent Business users to receive notifications when updates are made to customers that have been added to Cinode. Subscribing to notifications is optional and the users can select which customers that she or he wish to subscribe to.
Subscribing to updates give Sales Reps, Account Managers or any users with an interest in a specific customers to get notified via e-mail whenever the following happens:
- A new project is created on the customer
- A new event is created on the customer
- The date for an existing event on the customer is updated
- Comments are added to a customer event
If you are made customer responsible, you will automatically be subscribing to notifications. The notification will be send via e-mail adress connect to the user in Cinode.
It is important to note that you will only receive notifications for updates made on the customer card and will not receive notifications for any updates made to any project connected to the customer (for instance events added to a project, updates to a project whether in the sales pipe, status and so on).
How to turn on notifications:
First, you will need to be a Talent Business user in order to receive notifications.
1. Go to a customer card and click the subscribe button as illustrated below:
2. Next, you can select if and how you wish be notified.
Not following: By default, you will not receive notifications, however - if you are assigned to an event (meeting, note, task) you will start receiving notifications.
Following: You receive all notifications for the current company as specified above.
Ignoring: In contrast to "Not following", you will not receive any notifications even if you are assigned to an event.
Tips: If you are responsible for or have an interest in a lot of customers, it could be wise to select the ones that you want to subscribe to (for instance customers of extra importance) instead of subscribing to all which would generate a lot of e-mail notifications.