Configuring Email Notification Settings
Control which system actions trigger email alerts — across modules like Accounting, HRM, CRM, and Projects.
🧭 Step 1: Access Email Notification Settings
- From your dashboard, go to System Settings
- Click into the Email Notification Settings section
- You’ll see tabs for different modules:
- General, Accounting, HRM, CRM, Project
🔔 Step 2: Enable Notifications (General Tab)
Toggle email alerts for key system actions:
| Notification | Purpose |
|---|---|
| Create User | Sends email when a new user is added to the system |
| Customer Invoice Send | Notifies customer when an invoice is issued |
| Payment Reminder | Sends reminder before invoice due date |
| Invoice Payment Create | Confirms payment has been received |
| Proposal Status Updated | Alerts when a proposal is accepted, rejected, or revised |
| Purchase Send | Notifies vendor when a purchase order is issued |
| Purchase Payment Create | Confirms payment made to vendor |
Tip:
- Toggle ON only the alerts relevant to your workflow
- Use reminders to reinforce payment discipline and client trust
📁 Step 3: Configure Other Tabs
Each module tab (Accounting, HRM, CRM, Project) contains its own notification toggles:
- Accounting: Invoice overdue, payment received, refund issued
- HRM: Leave request approved, employee added, attendance alerts
- CRM: Lead assigned, deal closed, follow-up reminders
- Project: Task assigned, milestone completed, deadline alerts
Tip:
- Review each tab based on your active modules
- Keep alerts lean to avoid email fatigue
💾 Step 4: Save Changes
- Click the blue Save Changes button at the bottom right
- Your notification preferences will apply instantly across the system
✅ Best Practices
- Use email alerts to reinforce operational transparency
- Avoid toggling on every alert — focus on client-facing and compliance-critical actions
- Review settings quarterly or when onboarding new teams
- Pair alerts with audit logs for traceability
