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Email Reminder for Messages of Type “Task”

It is important to keep an overview

 

Reminders are helpful…

Some Users use the Delegate Web Client on a daily base, others just from time to time, because individual Users and their areas of responsibility are as diverse as the application is versatile. And while daily Users can be reminded of open tasks constantly by the Notification function, those who only use the Web Client occasionally and for limited tasks are at greater risk of ignoring them for a longer period of time.

…especially when they are on time!

In order to enable all Users to receive timely reminders the User can now be informed per Email about existing notifications of the type “Task”. This means that Users who don’t use the Delegate Web Client on a daily base can also be reached timely.

So how does it work?

You already use Notification Messages? Then all it takes is a few clicks to set up the Email  reminder.  Just  tick  the  checkbox  for  the  desired  tasks,  start  the  according Automation Scheduler Job, …

 

Overview Type and Checkbox "Send Email Reminder"

…and from that moment on all eligible Users will also be informed about open tasks without any further need for intervention. It couldn’t be easier, right?

 
Keep an eye on deadlines

The new Email reminder helps you save money by keeping an eye on time sensitive tasks and deadlines – like Cash Discount Periods.

In addition, the Email template for the task “Cash Discount Reminder” can be freely adjusted to match the requirements of your company.

Table Overview invoices in status "Suspended"
 
Key facts at a glance!

Automatic Email Notification to eligible Users
Easy to set up
Adaptable HTML template for task „Cash Discount Reminder“