How to create notifications and alerts (customer notifications - reminders)?

Notifications and alerts help to notify or alert the customers efficiently. You can set time to either "Fixed Time" or "Relative Time." You can set reminders as either "SMS" or "Email." You can choose from the available and applicable components. 

1. Select the "Settings --> Notification & Alerts" module from the left navigation panel. 

2. Then, Select "Customer Reminder" from the "Customer Notifications." subsection and choose "+ New Reminder." 

3. On the "New Customer Reminder" page, enter the "Reminder Type."

4. Select the notification type, reminder type. If you select the "Fixed Type" option, "Remind At" will display or If you select the "Relative to Time" option, the / Remind Before" will display. 

5. You can type the necessary contents and select the "Available Components." 

6. Select "Save Reminder." to save the customer reminder option. 

• Related Articles

• How to access and manage customer/contact details in the Zuper web app?

  The Customer details page lets you view the complete information of the customer and all its associated records in a single place. From the customer listing page, you can click any one of the Customer names to go to the customer details page. ...

• How to create a new customer/contact in the Zuper web app?

  The "Customers" module is a key component that allows users to manage and interact with their client base effectively. This module typically includes features like customer profiles, contact information, transaction history, and communication logs. ...

• How to access and manage the customer portal ?

  How do you manage the customer portal settings in the Zuper Web App? How to enable / disable customer portal for individual customers? Enable Customer Portal Access by Default: It is now easy to provide access to the customer portal in a single ...

• How to create a Job on the Zuper Mobile app?

  Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. Create a new Job: 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from ...

• How to create & manage reminder and delay alerts for Jobs, Customers, Quotes & Invoices?

  Customer Reminders: Navigation:  Settings --> Configuration Settings --> Notification and Alerts --> Customer Reminder You can now set automated follow-up reminders for both customers & back-office team for the pending items that need action.  ...