This section configures which email messages are sent to the Internal Users of ConnectBooster. These emails are for activities triggered in the system, or by your clients. These emails are NOT customer facing.
The Internal Notifications can be sent to users selected as Default Contacts, individual users, and users assigned to an internal profile.
Selecting a email address that generates a ticket within your CRM is a great way to keep track of the important notices!
Monthly Summary: Sent out on the 1st of the month for the previous month
Daily Summary: Sent daily to summarize previous day
AutoPay Summary: Sent each time AutoPay runs
Payment Made: Sent any time a payment has been made
Payment Scheduled: Sent any time a payment schedule has been created
AutoPay changed: Sent any time an AutoPay changed (can be client driven)
Requesting Access: Sent when an access request has been made (client driven)
Client Commented on Invoice: Sent when a comment has been made on an invoice (client driven)
Sync Failed: Sent when a sync failure has occurred
Sync Disabled: When any integration (CRM/Accounting/Gateway) is "Disabled", by either manual intervention or automatic process
Sync Not Running: Notification if any integration hasn't run for approximately 48 hours.
Payment Method Change: Sent whenever a credit card or ACH is added, edited, or deleted.