There are a few places to change your alert settings within ProWorkflow; the header, the Project Details and in the Email Alerts Settings page.
The header controls your own alert settings
The Project Details page controls the alerts for that specific project
The Email Alerts Settings are system wide
In the header:
Projects Manager > Project Details:
ADMINISTRATION > Email Alerts [...]
With the new year upon us many are looking to add more users for their ProWorkflow account.
This is a two step process that is easily done via the Client Area and then in the additional user’s contact record.
Step 1
Login to the Client Area, go to the Add Users page and then select the New User [...]
Here’s a few of my favorite tips for getting the most from your ProWorkflow account, snazzy little tweaks can make life so much more enjoyable and at this time of year we’re all keen for that.
If you’re not sure where to start then check number 5!
Easily change your Upcoming Items view.
Use the Quick Email function to keep your clients and contacts in the loop.
Continue reading about Quick tip – closing for the holidays?
The tale of the head scratching filters and the Summary of All Projects.
As with all decent management software, ProWorkflow is designed to let you get through your day without getting in your way, we try to minimize any/all prompts and ideally you should be able to use the system without having to read through any of the help material available.
There are both upsides and downsides to this [...]
Continue reading about Four Rarely Used ProWorkflow Features
We’ve mentioned in the past we are working on Quickbooks & Xero Integration, as of a little while ago Xero integration was made available to all customers but we’re still testing Quickbooks internally with some beta testers.
I thought I should take a little time out to explain exactly what level of integration you should expect [...]
