How to set up & manage notifications
How to set up & manage notifications
Synup lets you customize which notifications you want to receive by email. You can easily toggle each notification on or off, depending on what’s relevant to you.
How to Enable or Disable Notifications
Navigate to Notifications in your account settings.
You’ll see a list of all notification categories (Dashboard, Customers, Documents, Invoices, and Calendars).
Use the toggle switch next to each item to turn notifications ON (to receive emails) or OFF (to stop emails).
Changes are saved automatically.
Here’s a breakdown of all the notifications you can manage:
Dashboard Notifications
Weekly summary of sales activities and results
Receive a weekly email that summarizes your sales performance, including activities and results. This is useful for staying on top of progress without logging in daily.Customer Notifications
When a Customer uploads a file in Client Portal
Get notified whenever a customer uploads a document or file directly to their portal. This ensures you can review and respond quickly.Document Notifications
When a Document is accepted by Client
Receive an email when a client accepts a document you’ve shared (like proposals, contracts, or reports).When a Document is declined by Client
Get notified if a client rejects or declines a document. This helps you act immediately and resolve any concerns.Invoice Notifications
When payment is received for an Invoice
Get an alert as soon as a customer makes a payment on an invoice. This keeps you updated on cash flow without having to manually check.Calendar Notifications
Reminder 15 minutes before a calendar activity
Receive a reminder email 15 minutes before a scheduled meeting or calendar event, so you never miss an important appointment.
Related Articles
How to set up document reminders
How to set up document reminders You can set up automatic reminders for documents nearing their expiration date in Synup OS. This ensures you're notified in time to update important paperwork. Follow these simple steps. 1. Navigate to Settings First, ...How to manage your mailbox from OS
How to sync your email and calendar to OS Your Synup OS Mailbox allows you to view, reply to, and manage all your connected email conversations without switching tabs or apps. Here’s a step-by-step guide to using it effectively. 1. Accessing Your ...How to set up & use your Synup OS dashboard
How to use your Synup OS dashboard Your Synup OS dashboard is a centralized hub that provides a quick overview of your business operations. It’s designed to help you monitor key performance indicators (KPIs) and manage your daily tasks. 1. View ...How to manage & edit contacts in the pipeline
How to manage & edit contacts in your pipeline Managing your sales contacts effectively is crucial for closing deals. Synup OS streamlines this process, giving you a centralized view to track, update, and interact with all your leads. This guide will ...How to manage all your documents in one view
How to manage all your documents in one view The "All Documents" dashboard in Synup OS provides a powerful, centralized view for managing all your documents. You can easily filter, sort, and take action on any document to streamline your workflow. 1. ...