Setting up Notifications

This tutorial explains how to use notifications in TBN to alert specific personnel via email when a trigger happens. Notifications can be customized to suit various needs and requirements including specifying who needs to be notified and tailoring email templates.

1. Notifications in TBN can be used to trigger email alerts to specific staff when a certain action occurs such as when a customer requests a quote.
   
2. Notifications settings can be accessed under the company setup, in the general settings and notifications section.
   
3. You can choose what type of notification you want, such as selecting 'Quote Requested'
   
4. Selecting assigned Salesperson or specific contact every time a trigger is met.
   
5. Users can customize email templates and use data from the quote, booking or invoice to ensure the email contains the pertinent data. 
   
6. Adding Multiple recipients using commas.
   
7. Set up SMS notifications if desired,
   

List of available triggers-

1. New Accident logged
2. Booking Created
   
3. Booking Canceled 
   
4. Booking Canceled X days before first departure date
   
5. Booking Contract Signed
   
6. Booking Created greater than X dollars
   
7. Booking Created less than X days before first departure
   
8. Driver rejected an assignment 
   
9. Driver rejected an assignment less than X days before departure
   
10. New Incident logged
    
11. Portal Quote greater than X dollars
    
12. Quote created less than X days before departure
    
13. Quote Declined
    
14. Quote Requested
    
15. Web Quote greater than X dollars
    
16. Web Quote submitted.