Displaying notifications about important account and contact events for user groups
would like to change the functionality for displaying notifications about important events described in the "Noteworthy event notifications" section of the academy documentation.
I would like to add a condition to the described functionality so that each notification is always displayed to a specific group of users, e.g., the system administrator, regardless of whether they are the record owner or not. They should receive every notification.
Is there a system setting or other parameter that regulates this?
If not, which process or function sends these notifications? Which function should be modified to add such a condition?
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Hello!
According to the system’s default logic, you receive notifications related to the following contacts and accounts:
- Contacts or accounts for which you are marked as the owner
- Contacts with the type “Employee” or those linked to the “Our Company” account
- Primary contacts of accounts where you are the responsible person
- Contacts and accounts mentioned in orders for which you are responsible (only for orders that are not in a final status)
- Contacts and accounts included in sales where you are responsible — either in the Client field or in the Contacts detail. This includes ongoing sales and those that were successfully closed within the last six months
- Contacts and accounts linked to activities for which you are responsible (based on the Account field and the Participants detail). Only non-finalized activities are considered
The notifications about upcoming anniversaries are generated by the business process called "GenerateAnniversaryRemindings." This process is not visible in the Process Library but can be found directly in the configuration. The logic behind how these notifications are created is defined in the BaseAnniversaryReminding schema code.
We have already registered an idea for the R&D team to allow more flexibility with this functionality. Thanks to your report, we’ve increased its priority and requested a review of how reminders are generated.
Thank you for helping us improve Creatio!