Notification Sets allow you to customize what notifications you want, which Users you want to receive them, and the method of notifying you and/or those selected users. 

For example, your technicians do not need notifications for any estimates, invoicing, or payments. However, they may need notifications for RMM alerts and appointments with Customers.

To create different Notification Sets, navigate to the Notification Center/Manager under Administration > Syncro Administration - Notification Center:

The Notification Sets Manager table displays any existing notification sets. 

Default Notification Sets

By default, there are three (3) Notification Sets:

• Default
• Mail and SMS Limit Alerts
• RMM Alerts

Click the hyperlinked Name or the Edit (pencil) icon to edit these notification sets to customize them for your needs. 

Create a New Notification Set

To create a new notification set, follow these steps:

1. Click +New Notification Set. The New Notification Set page displays:

2. Create a Name for your Notification Set. This is an internal name only and should be named for how you identify which Users will be assigned this set. For example, "Technicians," "Global Admins," "Billing," or “Dispatch.”
3. Select the Users that should receive notifications you choose for this Notification Set.
4. (Optional) Add any non-Syncro User emails to receive the notifications. For example, you want to have a "catch-all" email receive all the RMM Alerts from Syncro.
5. For each EVENT listed down the left side of the page, specify one or more method of deliveries by checking the boxes.

Methods of Notification Delivery

Syncro provides have five (5) methods for notification delivery: