Fulcrum allows you to receive external notifications to one of three places:
To get started, navigate to your user profile. Each user that wants to set up notifications will need to do this:
Select where you want to receive notifications. You can only choose one.
Follow the below directions for each method, and then continue on to learn how to set up specific alerts within Fulcrum!
Every grid page in Fulcrum will now have a bell in the top right corner. Clicking this bell will give you general notification options for the records on this grid:
Additionally, you can subscribe to specific types of notifications on individual records (jobs, sales orders, quotes, items, etc.)
Note: this subscription does NOT flow downstream. In other words, if you subscribe to a Sales Order with multiple line items tied to jobs, you will need to subscribe to those individual jobs as well. We do not assume you want to see every status update on each subsequent record.
Another Note: You will NOT receive notifications for actions that are performed under your own name. You will only be notified by other users’ actions.