Setting up Company Notification Options

Guide Steps

Setup your available notifications at the company level so your individual users can then choose from them

Navigate to Setups > Companies > Process tab > Notifications tab

This is where all your company notifications are listed – users can choose from this list to enable for themselves

To select from the system default list, click the green button in the top left

Notifications Company Setup - 1


When you click the green “import” button in the top left you can use the green arrows to the right to choose from the Fund Control’s default notifications

The (Player Based) on the notification means that they will only show data relevant to loans/projects that your user is a player on

Make sure to check the Active checkbox once you move the desired notification to the left side

When finished click Done

Notifications Company Setup - 2