BizCRM App

Comprehensive Guide to Managing Your Email, Slack, and Push Notification Settings

STEP 1: Click on "Notification Settings" to Access Email Notification Preferences

  • Navigate to the Notification Settings section from the sidebar menu.
  • In the Email Notification Settings area, you can manage your email notifications.
  • Options include:
    • Select All: Check to receive all notifications.
    • Individual notifications like New Expense/Added by Admin, Expense Status Changed, etc.
  • Review the list and check or uncheck the notifications you wish to receive.
  • After making your selections, remember to Save your changes.

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STEP 2: Click on "Email" to Access Email Notification Settings

  • Click on the "Email" option in the Notification Settings menu.
  • Review the list of email notifications available.
  • Check or uncheck the boxes next to the notifications you wish to receive.
  • To select all notifications, click on "Select All" at the top of the list.
  • Ensure your preferences are set before proceeding to save your changes.

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STEP 3: Click on "Select All" or Individual Email Notifications

  • Navigate to the Email Notification Settings section.
  • Click on Select All to choose all email notifications or select individual notifications as needed.
  • Review the list of notifications available for selection, such as:
    • New Expense/Added by Admin
    • New Expense/Added by Member
    • Expense Status Changed
    • New Support Ticket Request
    • And more options listed.
  • Ensure your selections reflect your notification preferences.
  • Click Save to apply your changes.

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STEP 6: Click on "Slack"

  • Navigate to the Notification Settings section.
  • Click on the Slack option highlighted in the interface.
  • Review the available email notifications on the right side.
  • Ensure you select the notifications you want to receive by checking the corresponding boxes.
  • After making your selections, proceed to the next step by clicking on Slack Notification Settings.

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STEP 7: Click on "Slack Notification Settings"

  • Navigate to the Slack Notification Settings section.
  • You will see a list of notification options:
    • Select All
    • New Expense/Added by Admin
    • New Expense/Added by Member
    • Expense Status Changed
    • New Support Ticket Request
    • New Leave Application
    • Task Completed
    • Invoice Create/Update Notification
    • Discussion Reply
    • New Product Purchase Request
    • Lead Notification
    • Order Create/Update Notification
    • User Join Via Invitation
  • Check the boxes for the notifications you wish to receive.

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STEP 8: Click on "Status" to Configure Slack Notifications

  • Navigate to the Slack Notification Settings section.
  • Locate the Status label highlighted in the form.
  • Click on the Status field to select the relevant notification options.
  • Ensure to check any additional notifications you wish to enable, such as:
    • New Expense/Added by Admin
    • New Support Ticket Request
    • Task Completed
  • After making your selections, proceed to the next step by clicking on Slack Webhook.

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STEP 9: Click on "Slack Webhook *"

  • Navigate to the Slack Notification Settings section.
  • Locate the Slack Webhook input field, marked with an asterisk (*) indicating it's required.
  • Enter the URL for your Slack webhook in the provided field.
  • Ensure the URL is correct to facilitate notifications.
  • After entering the webhook, proceed to the next step by clicking on Notification Logo.

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STEP 10: Click on "Notification Logo"

  • Navigate to the Notification Settings section.
  • Locate the Notification Logo area highlighted in red.
  • Click on the Notification Logo to upload or change the logo.
  • Ensure the logo meets any specified requirements (e.g., format, size).
  • After selecting the logo, review other settings related to Slack notifications.
  • Proceed to the next step by clicking on Push Notification.

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STEP 12: Click on "Push Notification"

  • Navigate to the Notification Settings section.
  • Locate the Push Notification option highlighted in green.
  • Click on Push Notification to access related settings.
  • Review the Slack Notification Settings options available.
  • Ensure to check or uncheck relevant notifications as needed.
  • After adjustments, click Save to apply changes.

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STEP 13: Click on "Push Notification Settings"

  • Navigate to the "Push Notification Settings" section.
  • Review the available push notifications listed on the right side.
  • To select all notifications, click on the "Select All" checkbox at the top.
  • You can individually check or uncheck any specific notifications as needed.
  • Ensure your selections reflect your preferences for notifications.
  • Proceed to the next step by clicking on "Save" and then "Send Test Notification."

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STEP 14: Click on "Save" and then Send Test Notification

  • Ensure all desired push notifications are selected from the right sidebar.
  • Click on the Save button located at the bottom left of the screen.
  • After saving, click on Send Test Notification to verify your settings.
  • Review the notifications to confirm they are set as intended.

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