Email Notifications


Email notifications can be automatically sent to associates when new tasks are created. Additionally, a Daily Email can be sent that includes all tasks that are starting or due for the associate that day by enabling the Send Daily Email of Tasks system option.

To use this feature you must have a valid email account and configure The Edge to use it. For instructions, see Edge Email Setup.

Once enabled, notifications will be set for any task that has Notify set to Email. The system option New Task Default Notify controls whether this is enabled for new tasks by default. 

NOTE: Notifications require a valid email address and/or cell phone number on the associate record.

Updated on Tue, 16 May 2023 by Angela Chiaravalle

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