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Customer Notification Preferences
Notification Policy

These are the default settings for customer notifications. If needed, you can specify different notification preferences on a per-customer basis.

Send an email notification to the customer when a...

Note that 'Assignment Changed' notifications are only sent to customers when changes are made to the assignment's schedule or assignees.

Notification Preference Override

Which user roles should be permitted to use the "Notify Customer" checkbox to override the default customer notification preference?

Email Customer

Which user roles should be permitted to send an email to the customer from within the Work Order (includes emailing printed documents)?

Default email message when using the "Email Customer" action on a Work Order:

Default email message when using the "Send Email" action while viewing a Work Order print document:

Use "{{print_doc_name}}" for the document name

Notification Options