Custom notifications are your own reminders on a supplier, contract, savings or sourcing record, sent on a date you choose. Use them for anything the automated notifications don't cover, such as a supplier review or a renewal decision.

Before you start

Only users who can edit the record can create, edit or delete its custom notifications. You need the Plus plan for that module (Supplier Plus, Contract Plus, Savings Plus or Sourcing Plus). Without it, you'll see an upgrade prompt when you click Create. Custom notifications can't be added to demo records.

The video below shows a contract. The steps are the same for suppliers, savings and sourcing activities.

Create a custom notification

Open the record

Open the supplier, contract, savings initiative or sourcing activity from its module.

Open the Custom Notifications tab

Click Create Custom Notification.

Write the message

In Notification Message, say what needs to happen, for example Review supplier performance before the quarterly 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 record's Custom Notifications tab, find it in the Upcoming Custom Notifications table.

Open the Actions menu

  • To change it, click Edit, update the fields and save.

  • To remove it, click Delete, then confirm in Delete Notification. Deleting a repeating notification stops all future repeats.

What happens next

  • Who receives it: the record's creator, all of its owners and you, as the notification's creator. On contracts, the Managed By user receives it too.

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

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

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

💡 Tip: Most automated reminders depend on dates on the record. If a record has no end or expiry date, 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 record, or it's been restricted to its owners. The button is also unavailable on demo records.

An upgrade window opened when I clicked Create

Custom notifications need the Plus plan for that module. Ask your administrator about upgrading.

A new owner didn't receive a notification

Recipients are set when the notification is created, so people who become owners later aren't added. Delete the notification and create it again.

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