How to work with noteworthy event notifications

Bpm'online reminds you about upcoming noteworthy events of your colleagues and customers. Don't miss your customers birthday or an accounts company foundation day using the tab in the notification center. The tab count displays the total number of unread notifications for noteworthy events.

Data that is displayed in noteworthy events

The tab notifies you about birthdays or foundation days of accounts for the current day or the next two days. The weekends are not considered. For example, if a customer is having a birthday on Monday, the system will notify you about this event on Thursday.

Note

Use the "Noteworthy events notification period, days" system setting to change the period of time for noteworthy events notification. The period is two days by default.

A history of read notifications for noteworthy events is stored on this tab for a month.

You will receive notifications for the following contacts and accounts:

Contacts and accounts for which you are an owner.
Contacts of type "Employee" or those for whom "Our company" is specified as an account.
The main contacts of the accounts for which you are an owner.
Contacts and accounts specified for the orders of which you are an owner. Orders with "Draft", "Confirmation" and "In progress" status are considered.
The contacts and accounts specified in activities for which you are an owner (by the [Account] field and the [Participants] detail of the activity). Only activities that are not having a final status are considered.

The noteworthy event notification list is updated every 24 hours. You will receive a notification about the upcoming event at once if you were assigned as the owner for a contact or account.

How to process a notification for the noteworthy event

To view additional information about a contact or an account, click a hyperlink in the notification. A contact or account page will opened. If you need to perform any action connected to the upcoming event, create an activity for it. To do this, select the [New task] option in the actions menu.