đ Use Case
You want to stay informed about whatâs happening in your portalâ new requests, client comments, payment issuesâ without being overwhelmed by notifications you donât need. ManyRequests lets you customize exactly which notifications you receive, and even automate who gets notified on specific client accounts.
Here's a video overview on how notifications work:
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How Notifications Work
A notification is sent every time thereâs new activity on a requestâ a new submitted request, a status change, a file upload, or a new message.
These notifications go to:
The client on the request
Any team members assigned to that request
Adding Multiple Clients to a Request
You can assign more than one client to a single request so theyâre all notified of activity:
Open the request and go to the Details tab
Under Following, add the additional clients you want notified
Every client added here will receive notifications whenever thereâs activity on that request
Viewing Your Notifications
As an admin, you can see an overview of all notificationsâ including things like when a new client creates an account. Notifications are grouped by Teams and Clients so you can quickly scan whatâs relevant to each.
Request Notifications
New service requests - received when a client submits a new service request
Request updated by clients - received when a client changes a requestâs priority or marks it as completed
New comment by team member on assigned request - received when a team member comments on a request assigned to you
New comment by client on assigned request - received when a client comments on a request assigned to you
New assigned request - received when a service request has been assigned to you
New chat message - received when someone sends you a new chat message
New comment on attachment - received when someone comments on a request attachment or resolves a feedback thread
Billing Notifications
New client - received when a new client joins your portal
Subscriptions cancelled by client - received when a client manually cancels a subscription
Subscriptions set to cancel by client - received when a client schedules a subscription to cancel at the end of its current period
Client payment failed - received when a clientâs payment has failed
Client payment rejected - received when a clientâs payment has been rejected
Subscription paused - received when a subscription has been paused
Subscription created - received when a new subscription is created
You can toggle each notification on or off separately for Email or In-App delivery.