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Establishing Notification Settings

Autosoft -

You can set parameters to determine what customer, vehicle, or deal activities trigger notifications to be delivered to your Collaboration Panel when you are watching or following an item. You do this in your user profile. 

Step 1. Hover over the Dashboard application button in the main navigation bar and select Profile from the options that appear. Your user profile will open to the Detail page. 

Note:  You can also access your user profile by clicking on your user name in the upper-right corner of any screen and selecting Notifications

Step 2. Select Notifications from the horizontal button bar below your Profile Summary Card. The Notifications page of your user profile will open

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Step 3. Use the Customer card to choose to receive notifications about watched customers. Click a checkbox to set a notification (noted by a check mark). You can click a checked box to clear the check mark and stop receiving notifications when there is activity on watched customers' records.

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  • Check the Watched Customers box to receive notifications when any activity is recorded on any of your watched customers' records.
  • Check the Appraisal is Completed box to be notified when an appraisal is completed for a watched customer.

To view the list of customers you're following, click Watched Customers. You can stop following a customer record by clicking the gray X button to the right of the customer name in the list. 

Step 4. In the Sales card, check the boxes for the Sales app activities of which you want to be notified. You can click a checked box to clear the check mark and stop receiving notifications.

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  • Check the New deal is created box to be notified whenever a new deal is created.
  • Check the New deal received from partner box to be notified whenever a new deal is pushed into the system by a third-party.
  • Check the Trade added to deal box for notifications when a trade is added to a deal.
  • Check the Deal status changed to sold box to be notified whenever a deal is marked as sold. 
  • Check the Deal status changed to delivered box to be notified whenever a deal is marked as delivered.
  • Check the Deal status changed to finished for notifications when any deal is marked as finished.
  • Check the Deal lost box to be notified whenever a deal is marked as lost. 
  • Check the Editing enabled on a finished deal box to receive notifications whenever a finished deal is edited. 
  • Check the Watched Deals box to receive notifications when any activity occurs on the deals you're watching.
  • Check the Appraisal is Completed box to be notified whenever an appraisal is completed on a deal you're watching. 

Click the Watched Deals button to access a list of the deals you are currently following. You can stop watching a deal by clicking the gray X button to the right of the deal in the list. 

Step 5. Use the Vehicle card to choose the notifications you'll receive when updates are made to vehicle records. Click to check the box to the right of the activities of which you want to be notified. You can click a checked box to clear the check mark and stop receiving notifications.

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  • Check the Vehicle added to inventory box to be notified whenever a vehicle is added to inventory.
  • Check the Pricing changed on any vehicle box for notifications whenever any vehicle's pricing is changed.
  • Check the Equipment changed on any vehicle box to be notified whenever a vehicle's equipment is edited. 
  • Check the Service added for any vehicle box to be notified when service is added to a vehicle record. 
  • Check the Watched Vehicles box for notifications on any vehicles you're watching. 
  • Check the Appraisal is created box to be notified whenever an appraisal is created on a vehicle.
  • Check the Appraisal is updated box to be notified whenever an appraisal is updated.
  • Check the Appraisal is completed box for notifications whenever appraisals are completed. 
  • Check the Watched Appraisals box to be notified whenever there is activity on the appraisals you're watching. 
  • Check the Vehicle disposition changed box for notifications whenever a vehicle's disposition is changed. 
  • Check the Inventory Pricing Review update complete box to be notified whenever the Inventory Pricing Review is performed. 

Click the Watched Vehicles button to view the list of vehicle records you're currently watching. To stop following a vehicle record, click the gray X button to the right of the vehicle in the list. 

Step 6. Click Save to save the changes you've made on the page. 

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