Internal Notifications

Internal Notifications 

This section configures which email messages are sent to the Internal Users of ConnectBooster. 

These emails are in response to activities triggered in the system, or by your clients initiation. These emails are NOT customer facing.

These Notifications can be sent to users selected as Default Contacts, individual employees, or individuals assigned to a specific profile.

Selecting a email address that generates a ticket within your CRM is a great way to keep track of the important notices!

Types of System 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.

Locked Invoices: Sent when the system needed to enact safety measures on a specific invoice, and may need special attention.

Email Failure Summary: Helpful to be informed if client facing email communications are failing.