Custom notifications let you set your own reminders on a savings initiative, such as a quarterly savings review or a date to validate realised savings, for things the automated notifications don't cover. For other modules, see Create Custom Notifications.
Before you start
Create a custom notification
Open the savings initiative
Go to Savings Management > Savings Initiatives and click the saving.
Open the Custom Notifications tab
Click Create Custom Notification. The Create Custom Notification window opens.
Write the message
In Notification Message, say what needs to happen, for example Confirm Q3 realised savings with Finance. 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. A repeating notification keeps being sent until you delete it.
Pick the date
In Notification Date, choose when it's sent. You can't choose a date in the past.
Click Create
The notification appears in the Upcoming Custom Notifications table.
Edit or delete a custom notification
Find the notification
On the Custom Notifications tab, find it in Upcoming Custom Notifications. 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 Delete again in Delete Notification to confirm.
What happens next
Who receives it: the person who created the savings record, all its Savings 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. Inactive users are skipped.
Repeats are scheduled automatically: after a repeating notification is sent, the next one is set a month, a quarter or a year later.
Sent notifications move to the past table: they're listed under Past Custom Notifications, where they can't be edited or deleted.
Troubleshooting
The Create Custom Notification button is greyed out
You don't have edit rights on this savings record, or it has been restricted to its Savings Owners. The button is also unavailable on demo records.
An upgrade window opened when I clicked Create
Custom savings notifications need the Savings Plus plan. See What's Included on the Free Plan and Plus Plans.
A new Savings Owner didn't receive a notification
Recipients are set when the notification is created. People added as owners later aren't included. Delete the notification and create it again.
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