Email notifications are sent to the email associated with your Cloud account when changes are made in opportunities and projects. The notifications come from cloud@d-tools.com but will appear as if they came from the user who made the changes.
Some of the changes for which email notifications are sent are:
Proposal views and actions on proposals
Change order views and actions on them
Project tasks and event assignments
Payments for service contracts and service calls
To-dos and notes with @Mentions
It is good practice to receive emails about all changes, which helps you stay on top of your opportunities and projects. However, you can disable email notifications for some changes to reduce email clutter.
The complete list of changes for which Email notifications are sent is listed in "Settings > Account > Email Notifications." To disable a notification, toggle the notification to OFF (turns Gray).
For example, if you don't want to receive notifications every time a proposal or change order is viewed, set the "Proposal viewed" and "Change order proposal viewed" to OFF.
Email filtering rules
If you want to receive emails about all changes without seeing them in your inbox, consider using Email Filtering rules in the email client. This way, you will only see important Cloud emails in your inbox. Other Cloud emails are stored in email folders, which you can access anytime.
The Email Filtering configuration varies by email client. If you need help configuring it, contact your IT administrator or a tech-savvy person.
In-app notifications
More extensive notifications are also available in-app under the "Bell" icon. Email notification preferences do not impact the notifications seen here.
