Automated Notifications

Knowledge Center

Automated Notifications

Automated e-mails for daily activity reports, case reports, calls for service are all set up under each client profile page.

Automation can only be set up under the admin module

E-mails with attachments exceeding 9mb will not be automatically sent out, you'll need to manually download those forms and send them to your clients.

Activity Reports

Daily Activity Reports   will be sent out based on the timezone and time selected under the notifications tab per recipient. Data for the report is sent in 24 hour blocks, so you can set a recipient to receive data from 5am to 5am and receive it at 6am if needed. 

Weekly Activity Reports (Sun-Sat) will be sent out every Sunday

Monthly Activity Reports will be sent out on the first day of every month

Case Reports

For a specific person to be notified of an approved report, apply the option of WHEN APPROVED to the specific e-mail address
Individual and/or group e-mail addresses added to the table will receive a copy of the case report once it's APPROVED

Call Cards (Calls For Service)

For a specific person or group to be notified when a call is closed, apply the option of WHEN CLOSED to the specific e-mail address
Individual and/or group e-mail addresses with this option will receive a copy of the call details once it is CLOSED

Forgot your password?

If you have forgotten your password, go to the login page and click on forgot password. You will then be prompted to enter your username. Check your e-mail for a password reset link. 
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