Custom notifications let you set your own reminders on a contract, such as a review date or a renewal decision, for things the automated reminders don't cover. To set them on suppliers, savings or sourcing activities, see Custom Notifications.

Before you start

Only users who can edit the contract can create, edit or delete its custom notifications. Custom notifications need the Contract Plus plan; without it, you'll see an upgrade prompt when you click Create. They can't be added to demo records.

Create a custom notification

Open the contract

Go to Contract Management > Contracts and click the contract.

Open the Custom Notifications tab

Click Create Custom Notification.

Write the message

In Notification Message, say what needs to happen, for example Review pricing before the renewal meeting. This field is required.

Choose whether it repeats

In Repeat Interval, choose Do Not Repeat, Repeat Every Month, Repeat Every Quarter or Repeat Every Year.

Pick the date

In Notification Date, choose when the notification is sent. It must be today or later.

Click Create

The notification is added to the Upcoming Custom Notifications table.

Edit or delete a custom notification

Find the notification

On the Custom Notifications tab, find it in the Upcoming Custom Notifications table. The table shows the Notification Message, Notification Date and Created By.

Open the Actions menu

  • To change it, click Edit, update the fields in Update Custom Notification and click Update.

  • To remove it, click Delete, then click Delete again to confirm.

What happens next

  • Who receives it: the contract's creator, its Managed By user, all Contract Owners and you, as the notification's creator.

  • How it's sent: on the notification date, each recipient gets an in-app notification and an email with a link to the contract. Inactive users are skipped.

  • Repeats are scheduled automatically: once a repeating notification is sent, the next one is scheduled a month, a quarter or a year later.

  • Sent notifications move to the past table: they're listed under Past Custom Notifications on the same tab.

💡 Tip: If a contract has no end date, it won't get automatic expiry reminders. Set a custom notification for the date you want to review it.

Troubleshooting

The Create Custom Notification button is greyed out

You don't have edit rights on this contract, or the record has been restricted to its Contract Owners. The button is also unavailable on demo records.

A new Contract Owner didn't receive a notification

Recipients are set when the notification is created. People who become owners or the Managed By user later aren't added. Delete the notification and create it again.

An upgrade window opened when I clicked Create

Custom contract notifications need the Contract Plus plan. Ask your administrator about upgrading.

Related articles

📌 Need Further Help?
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.