+5

Notification of notes from vendor?

Meghan Cooper 1 year ago in Home Portal / Classic Projects updated by Donna Meyer 1 year ago 3

Is there any configuration to trigger an automated email notification when a vendor leaves a note on a project (located: Task > Job > Instructions > Notes from Vendor to PM)? Or a view that would showcase this easily. We frequently have projects with 45+ language combinations, and it is not feasible to look in each job to see if a note is there (and vendors sometimes leave notes there instead of emailing us, assuming we will notice). This is referring to Classic Projects.

+1

Agree with this! Since the notes view has the synopsis of all notes sent TO vendors, shouldn't there be an easy way to do this FROM vendors?

+2

Couldn't agree more... As of now, this feature does much more harm than good... Especially because it cannot be DISABLED on Vendor portal :( 

We insert "mailto:" links into the instruction for each project to provide vendors with an easy way to notify PMs.

+1

You could create a View in the Jobs page similar to this and pre-set it with the Project number you are following. Then set up a Periodic Job - to email you that view data as frequently as you like to see if there are updated comments. Or just keep that view open in a separate tab and refer to it periodically.