NOTIFICATIONS - 📥 How to Add Master Templates in Notifications

NOTIFICATIONS - 📥 How to Add Master Templates in Notifications

  1. Go to Company.
  2. Navigate to the Notification section.
  3. Click the Import from Master button.
  4. A pop-up window will appear.
  5. In the pop-up, enter the name you'd like to use for the notification being added to your database.
  6. In the Notification dropdown:
    • Select the template you wish to use.
    • You can type keywords such as invoicelisting, or open house to narrow the list.
  7. Click Save to add the template.

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