Item Notifications
We strongly encourage one User to set up the following Item Notifications.
Provide Follow-Up Notification
- Contents of View: Follow Up Today.
- Results using Template: Provider Follow Up Email ("Were you able to help?").
- Schedule Daily at a certain time.
New Need Type Provider Notification
- Contents of View: Approve Providers.
- User Group members: User Group with individuals who can approve Providers.
- Schedule Daily at a certain time. Consider setting multiple notifications to address these multiple times a day (we recommend 10 AM, 2 PM, and 5 PM ).