XPM - Ability to notify user of a change to a job
When something on a job changes (e.g. information is received from a client) it would be good to be able to automatically notify the staff member the job is assigned to in some way.
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Stewart Anderson
shared this idea
Hi! Did you know it's already possible to do this in XPM?
Notifications can be set up by going to Business > Settings > Notifications, for notifications when new documents are added you can complete the 'New Job Document' section.
The Set up practice notifications has more information on setting up custom notifications, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
