The Automated Notifications feature allows you to schedule and receive email results of your project searches.
New! Capsule View Printing - New alert format delivers actionable leads directly to team member's email. Just select Project Capsule in step 4 of the procedure below. For more information on capsule view see the print options page.
To Schedule Automated Email Notifications:
- Create a Project Search, or open a Saved Search. The Automated Notifications area is at the bottom of the Project Search screen.
- Select the frequency of the notification: Daily, Weekly, or Bi-weekly.
Note: If you select Do not email, the search will not be scheduled.
- If you chose Weekly or Bi-weekly, select the day of the week, you'd like to receive the notification.
- Choose the template for the email: Limited (1-line), Project Summary or Project Capsule.
Note: Click the View Examples of Templates link to see what each of the templates look like..
- (Optional) Mark the Send email to alternate addresses check box to send the notification to email addresses other than your default email, and enter the addresses in the text box below, separated by commas.
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