Automatic notifications

Eugene Kuchynski — Fri, 23 Apr 2021 05:59:14 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 5:59:14 AM

Depending on actions performed in a quote, SDL Trados Business Manager could send automatic notifications to a company’s user (manager) or customer’s user.

When quote is created by a customer via customer portal, SDL Trados Business Manager will send notification about new quote request to all application users (except vendors and customers) with checked Send notifications checkbox.

When user (manager) changes status of a quote from Prepare to Sent, an automatic e-mail notification will be sent to:

A user linked with a customer with Email field value equal to e-mail of a contact person selected in a quote, provided that Notification method for that user is set to Email or Both;
All users associated with a customer with provided e-mail address and Notification method set to Email or Both.

If no e-mail notifications were sent, in-app notification will be set to all users associated with a customer and Notification method set to In-app or Both.

When a customer accepts a quote, notification will be sent to:

If a quote has responsible person selected and e-mail address is provided for that person, to that e-mail address (if default e-mail account exists in the system);
Otherwise, to all users with Receive notifications checkbox enabled (except customers and vendors).

Tags: notifications, quotes