Email and SMS notifications

By 17 June, 2021 November 15th, 2022 Contacts, Follow-ups

Email and SMS notifications

Receive notifications from Collabox for several features so you don’t forget anything. Whether it’s for appointments, projects, tasks, file follow-ups, dinners, team meetings, or soccer games, Collabox is there for you.

How to enable notifications

In the vertical menu on the left of your screen, first click on My Preferences under the Preferences section.

Then go to the Advanced Preferences tab.

Locate the section Notifications. You will see all the features for which it is possible to send a notification by email or SMS.

All you need to do is check the box corresponding to the type of alert you are interested in, save the changes and you will start receiving them automatically.
* Please note that charges may apply when you receive SMS notifications. Chat with us to find out about package options.

Particularity of the follow-up dates – contacts

You can also choose a reminder time (which will appear as a notification) in a contact’s record in the same place as the follow-up date.

For the reminder to work, make sure you have checked the box. Allow to create contact follow-up date reminders , in your preferences. Also, if the follow-up time is midnight (00:00), the reminder will not work. You absolutely have to choose another time.

If you have any questions at any time, you can contact us and we will be happy to answer your questions. (418) 907-9274