Wednesday, August 12, 2020

Work directly from your inbox, part 2!

 Just released: dynamic email notifications!

VOGSY's newest update allows you to complete many of your VOGSY workflows, such as quote acceptance or draft invoice approval, without leaving Gmail.

Lets take the draft invoice approval workflow as an example. When VOGSY generates a draft invoice, a dynamic email notification is sent to the project manager's Gmail account. This email contains the same notification card that is added to the project manager's feed. 

The manager can approve or reject the draft invoice right from the dynamic email, without having to return to VOGSY. The project manager can also view the draft invoice in Google Drive, or view the project for which the invoice was generated. 

Dynamic email notifications are similar to feed notifications and browser notifications in that they can be turned on or off for a wide range of VOGSY events. By default this option is on for events that require your action (Note: These events also appear in your Actions view.), so if you prefer not to receive dynamic email notifications, be sure to go to the Settings page and set these events to.


Also, if we return to the draft invoice approval scenario mentioned earlier, if the project manager doesn't want to receive email notifications when draft invoices are generated, they can click the Stop my email notification for this event button located at the bottom of the email.

One last thing! If you have your Gmail inbox set up to display the Updates tab, VOGSY email notifications will appear there.


If your inbox is not set up to display the Updates tab, VOGSY email notifications will appear under the Primary tab.


The first time that Gmail receives a VOGSY email notification it might put it in the Spam folder, so if you are expecting an email but can't find it, check there. If you find it, be sure to click the Not spam button at the top of the email, and the email notification will be moved to the Updates tab or the Primary tab, depending on how you have your inbox configured.

See also:


Note: To learn the other way to work directly from your inbox, see Work directly from your inbox!