AuctionGate | Logistic CRM system - Site page "Stage Notifications"

To customize the notifications, go to Settings in the top menu and select the Stage Notifications tab (Figure 1, Pointer 1).  You will then be redirected to the page of notifications sent to users about changes in the stage of a transaction.

Figure 1 - "Stage Notifications" website page

Creating a notification

To create the notification you want, click on the "Create" button (Pointer 2) and the "Stage Notifications" window will open, where you can customize the notification template.

In the "Notification status" box, check the "Is active" checkbox (Figure 2, Pointer 1) to determine if this notification is active and should be sent to the user.

In the "Message recipient" box, also select who to send the notification to. This can be the owner of the company, its customers or the responsible employees who accompany the vehicle (Pointer 2).

Next, in the "Notification edition" block, fill in the fields:

• “Name” - enter a name for the notice;

• “Stages” - from the drop-down list that opens when you click on the  button , select the stage of the transaction;

• “Language” - set the language in which the notification will be sent;

• “Title” - enter a notification header.

Note: If you check "Send only one time" (Pointer 3), the notification will be sent only once, even if you make changes to the template.

In "Description", compose the text of the notice (Pointer 4) using the masks below. The masks are organized in different blocks depending on the stages of the transaction process.

Figure 2 - "Stage Notifications" window

Figure 3 - Continuation of the "Stage Notifications" window

To save the data, click on the "Save" button If canceled, click on the "Cancel" button.

Edit notification

To edit the notification template, click on the  button located on the right side of the record in the table area (Figure 1, Pointer 4). After that, the "Stage Notifications" window opens (Figure 2), where the data is changed in the same way as in the creation (see above).

Search by specified filters

The search bar allows you to search by notification name, its stage or activity status. To do this, enter any query and press the  button located in the search bar or press the "Enter" button located on the keyboard. As a result, the found records matching the entered parameters will be displayed in the table.

To clear the entire search window and reset the filter, click on the  button. If you want to remove one of the parameters, click on the cross which is located in the query window itself.

Clicking on the "Filter" button (Figure 1, Pointer 3) will open a filter window, which is used to set the search parameters (Figure 4):

• “Stages” - from the drop-down list that opens when you click on the  button , select the stage of the transaction;

• “Activity” - select the notification activity status from the drop-down list that opens when you click on the  button;

• “Created at” - if you click on an empty field, select the specific date or time period for which the notification was created.

Note: It is possible to set one or more parameters to perform a search. 

After entering the parameters, click on the "Search" button to generate the list of clients, in case of cancelation - the "Reset" button.

As a result, the search window will display all queries entered in the filter and the search result in the table.

Figure 4 - "Filter" window

Deleting a notification

In order to delete a notification template, click on the  button located on the right side of the record in the table (Figure 1, Pointer 5). This will open a window where you can confirm the deletion by clicking on the "Delete" button and cancel by clicking on the "Cancel" button (Figure 5). As a result, the notification will be deleted.

Figure 5 - Confirming/Canceling Notification Deletion