Setting up Notifications

This article has been merged. Please see Notifications.

The Notification feature allows users to receive alerts on their desktops for certain events.  These notifications appear on the desktop and can be dismissed by the user, or they close after 10 seconds.  

The client will be notified when:

  • A ticket status is changed
  • Notes or time entries have been added
  • A company broadcast from DDTech

Portal Notification settings are global, so once enabled, all of your clients will see them. Unless you add contacts / companies to the advanced filters listed below

Enabling Notifications

To enable notifications, follow the steps below

  1. Login to your Admin portal
  2. Navigate to Portal > Notifications
  3. Turn on the 'Enable Notifications' switch
  4. Enable the specific notification events that you want to receive
  5. Add Boards to send notifications. Please Note: No boards added = No notifications
  6. To limit which companies or contacts receive notifications, add them to Receivers in the Advanced Tab. We recommend limiting this feature to individual clients as you update each one.
  7. To limit notifications by ticket status, add them to the Status triggers in the Advanced Tab

Notifications - Tutorials

Default Settings for Notifications

12 STEPS

1. Open DeskDirector Admin Portal and click Portal.

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2. Click Notifications.

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3. The first option is to enable or disable notifications. Click the Enable Notification switch to toggle it on/off.

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4. Next, you can choose which events will send notifications.

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5. Select Ticket status changed, to activate the notifications for this event.

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6. Also, select Ticket notes added, to activate notifications for this event as well.

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7. If you want to enable desktop notifications, click the checkbox to enable them.

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8. You can select which type of ticket notifications will be enabled. Click on the plus icon to select the types of requests.

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9. Click the checkbox against the request types to select them. You can select more than one.

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10. After selecting the request types, click Save to confirm.

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11. Click Save to save these settings.

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12. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2342515/Notifications---Default-settings

Advanced Settings Notifications

21 STEPS

1. Open DeskDirector Admin Portal and click Portal.

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2. Click Notifications.

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3. Click the Advanced tab.

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4. The Status Trigger setting allows us to choose which statuses we want to enable notifications for. Click the three dot menu.

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5. Click Add status name.

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6. In the textbox, start typing a status name. It will search for this status in the system.

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7. Click the status name from the search results to add it.

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8. Again, type another status name to add it to the list.

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9. Click the status name from the search results to add it.

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10. Finally, click Select to confirm the choices.

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11. The Receivers setting lets us select the companies or contacts for which we want to enable notifications. Click the three dot menu.

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12. Click Add companies.

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13. Choose the companies.

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14. Click Select to confirm the selection.

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15. Now we will add contacts. Again click the three dot menu.

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16. Click Add contact.

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17. Click the first contact.

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18. Choose another contact.

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19. Click Select to confirm.

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20. Click Save.

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21. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2342523/Notifications---Advanced-settings

Adding Receivers for Notifications

14 STEPS

1. Open DeskDirector Admin Portal and click Portal.

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2. Click Notifications.

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3. Click the Advanced tab.

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4. The Receivers setting lets us select the companies or contacts for which we want to enable notifications. Click the three dots menu.

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5. Click Add companies.

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6. Choose the companies.

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7. Click Select to confirm the selection.

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8. Now we will add contacts. Again click the three dot menu.

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9. Click Add contact

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10. Click the first contact.

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11. Choose another contact.

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12. Click Select to confirm.

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13. Click Save.

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14. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2342539/Notifications---Adding-receivers

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