oboloo automatically reminds you when savings milestones are coming due and keeps savings and milestone approvals moving. These notifications are sent in-app and by email, and can't be switched off.
Need a reminder oboloo doesn't send? Create a Custom Savings Notification.
Milestone reminders
Notification | Sent when | Sent to |
Savings Milestone Is Due In 7 Days | 7 days before a milestone's Milestone End Date | Savings Owners and the record's creator |
Savings Milestone Is Due In 24 Hours | 1 day before a milestone's Milestone End Date | Savings Owners and the record's creator |
Savings approvals
Notification | Sent when | Sent to |
Approval Notification | A savings record is submitted with an approver selected | The approver |
Saving has been approved successfully | The approver approves it | The record's creator |
Rejection Notification | The approver rejects it | The record's creator |
Milestone approvals
Notification | Sent when | Sent to |
Approval Notification | A milestone is marked as complete with an approver selected | The approver |
Saving Milestone has been approved successfully | The approver approves the milestone | The milestone's creator and Savings Owners |
Rejection Notification | The approver rejects the milestone | The milestone's creator and Savings Owners |
Common questions
Why didn't I get a milestone reminder?
You're not a Savings Owner or the creator of the savings record.
The savings record is archived.
The milestone has no Milestone End Date, or it's more than 7 days away.
I got a reminder for a milestone that's already complete
Reminders are currently sent for every milestone on a savings record that isn't archived, including completed ones. You can ignore reminders for milestones you've already completed.
Can I turn notifications off?
Not individually. Remove yourself from Savings Owners if you no longer need a record's reminders.
Where can I see past notifications?
Click the bell icon, use All Notifications on the Savings home page, or open My Profile > Notifications.
Related articles
Automated Notifications – across all modules
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.