Topic results Notifications

CCH Workflow
Email Notifcations
The document describes two types of email notifications in CCH Workflow: "Notify User" and "Notify Team." Both use SMTP protocol, requiring up-to-date employee email addresses. "Notify User" informs employees when a task is active, while "Notify Team" keeps managers updated on task completions at specified intervals. Key setup instructions include ensuring correct client partner assignments and enabling notification options within task templates. Additionally, SMTP server settings must be configured in the Central Database to enable email notifications. The notification frequency is set globally, and examples of emails are included.
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CCH Central
Sending Email Notifications
This document addresses common issues related to email failures when using an Email Merge wizard. It explains that if emails do not succeed, a notification will indicate the number of failures, allowing users to view the list of contacts who did not receive the emails. Reasons for failure may include the absence of an email address or the presence of an invalid address, which may not be flagged during the merge process. Users will receive a 'Delivery Failure' email for undelivered messages.
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Onboarding
How do I choose what email notifications (POSTS) to receive?
This document provides instructions on managing notification frequencies for Groups on a platform. Users are guided to access the Groups page through the top menu to select their preferred notification frequency for each joined group. Visual aids (images) are included to assist in the process.
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