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Customer Permissions
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Customer Notifications
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| Info |
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We could look into Templates, however, Marketing would need to run with this as the styles are HTML or CSS format. |
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Notification Types and Descriptions
Name | Type | Description |
|---|---|---|
Customer invited | Account | When a customer is invited to your service project portal, they are sent an email. |
Request created | Request | When customers create requests in the portal or send an email to your email channel, your service project sends a confirmation that their request was received. |
Public comment added | Request | When a comment that is visible to your customers is added to the request/issue, your service project sends all the customers involved on the request a notification. |
Public comment edited | Request | When a comment that is visible to your customers is edited, your service project sends all the people involved on the request a notification. |
Request resolved | Request | When a request resolution field is set, your service project notifies the reporter and all customers involved. This notification is sent to the reporter even if they have turned off notifications for a request. |
Request reopened DISABLED | Request | When a request's resolution field is cleared, your service project notifies all people involved. |
Participant added DISABLED | Request | When participants are added to a request, your service project notifies the new participants. |
Organization added DISABLED | Request | When a request is shared to an organization, your service project notifies the organization's members so they can opt-in to further updates. |
Approval required DISABLED | Request | When a request transitions to an approval stage of its workflow, your service project notifies approvers that they must act on the request. |
Customer-visible status changed | Request | When a request transitions to a status that is visible to the customer, your service project notifies the customers involved. |
Notifications Per Project
CSM
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TForge Finance
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Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Disabled | |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
TForge Sales
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Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Disabled | |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
TForge Service Delivery
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Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Disabled | |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
TForge Service Assurance
Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Enabled | See screenshot below |
Participant added | Disabled | |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
TForge Managed Infrastructure
Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Enabled | See below |
Participant added | Enabled | See below |
Organization added | Enabled | See below |
Approval required | Enabled | See below |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
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Adcon Finance
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Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Enabled | Same Verbiage as TForge MI |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
Adcon Sales
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Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Enabled | Same Verbiage as TForge MI |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
Adcon Service Delivery
...
Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Enabled | Same Verbiage as TForge MI |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
Adcon Service Assurance
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Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Enabled | Same Verbiage as TForge MI |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |
Adcon Managed Infrastructure
...
Name | Enabled/ Disabled | Verbiage |
|---|---|---|
Customer invited | Enabled | Same Verbiage as CSM |
Request created | Enabled | Same Verbiage as CSM |
Public comment added | Enabled | Same Verbiage as CSM |
Public comment edited | Enabled | Same Verbiage as CSM |
Request resolved | Enabled | Same Verbiage as CSM |
Request reopened | Disabled | |
Participant added | Enabled | Same Verbiage as TForge MI |
Organization added | Disabled | |
Approval required | Disabled | |
Customer-visible status changed | Enabled | Same Verbiage as CSM |