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xTuple Connect Product Guide

  
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6.1. Setting Up User Preferences
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6.1. Setting Up User Preferences

In order receive an email for a CRM To-Do Alarm, the user's preferences must be set up to enable them. To do that, follow these steps:

  1. Follow this path: System > Preferences

  2. Specify the user who should be notified about the Event

  3. Select the "Alarms" tab

  4. Under "Default Actions", make sure the "Email" option is selected

  5. The following screen shows this configuration:

User Preferences for Alarm Notification

User can receive Alarm notifications through multiple methods: as Events, email, or System Messages. For this exercise, we will be focusing on the email method, as emails are sent through the xTuple Connect Batch Manager. Select the SAVE button to ensure the user Preferences are saved.

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6. Alarm Notification Home 6.2. Creating To-Do Alarms