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Notifications Dialog

 
Use this dialog to create new and review existing Notifications. A notification is an email linked to a PMWeb record. This dialog is opened by click the Notification Button in the header of many record types, clicking the Add button in the toolbar of the Notifications Tab in many records, or by clicking the View Message button in a line in the Notifications Tab of many records.
 
Notifications Dialog
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
Dialog Toolbar
Send Button - Click this button to save the notification and send it as a PMWeb email.
2

FROM FIELD

2. FROM FIELD
Click the button to select a user whose email address will appear as the sender of the notification message or check the System Email checkbox to use the default system address.
3

TO FIELD

3. TO FIELD
Click the button to select one or more email addresses to send the notification email to.
4

CC FIELD

4. CC FIELD
Click the button to select one or more email addresses to CC on the notification email.
5

BCC FIELD

5. BCC FIELD
Click the button to select one or more email addresses to BCC on the notification email.
6

MANUAL CC FIELD

6. MANUAL CC FIELD
Type in the field to enter one or more email addresses to CC on the notification email.
7

SUBJECT FIELD

7. SUBJECT FIELD
Enter the email subject line for the notification here.
8

STATUS FIELD

8. STATUS FIELD
Status (Notifications)
9

NOTIFICATION TYPE FIELD

9. NOTIFICATION TYPE FIELD
Type Field
10

REFERENCE FIELD

10. REFERENCE FIELD
Reference Field
11

ADD LINK CHECKBOX

11. ADD LINK CHECKBOX
If this box is checked, and if the notification template is configured to (see Message Templates), a hyperlink to the record that the notification is linked to will be included in the email message.
12

SYSTEM EMAIL CHECKBOX

12. SYSTEM EMAIL CHECKBOX
If this box is checked, rather than showing the user selected in the From field as the sender of the notification email the address entered in the Portfolio/Email/Email Setup page will be used.
13

ATTACH TO EMAIL TABLE

13. ATTACH TO EMAIL TABLE
Select To Attach To Email Section
14

DUE FIELDS

14. DUE FIELDS
Enter a due date and time.
15

REMINDER CHECKBOX

15. REMINDER CHECKBOX
If checked, an email reminder will be sent to the addressees when the due date and time have passed
16

COMPLETED CHECKBOX

16. COMPLETED CHECKBOX
Place a check in this box to mark the notification as complete
17

COMPLETED FIELDS

17. COMPLETED FIELDS
Enter a completed date and time.
18

RTF EDITOR

18. RTF EDITOR
Type a message here or paste from the clipboard.
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