The Notifications on Business Event Module in MokoCRM enables real-time alerts and email notifications when key business actions occur—such as invoice validation, new orders, contract renewals, or stock depletion. It ensures users stay informed and responsive without constantly checking the system.
The Notifications on Business Event Module in MokoCRM enables real-time alerts and email notifications when key business actions occur—such as invoice validation, new orders, contract renewals, or stock depletion. It ensures users stay informed and responsive without constantly checking the system.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Notifications on Business Event - Click Activate
- Set notification preferences under Setup → Notifications → Triggers
🔔 Supported Event Types
- CRM: New third party created, status changed
- Sales: Proposal validated, order signed
- Billing: Invoice validated, payment overdue
- Stock: Minimum quantity threshold reached
- Projects: Task assigned or deadline updated
- HR: Leave request submitted or approved
📩 Notification Methods
- In-app alerts: Displayed in the top menu or dashboard
- Email notifications: Sent to assigned users or groups
- Optional webhook support for external integrations (if enabled)
⚙️ Configuration Options
- Select who receives notifications (specific users, groups, or roles)
- Enable/disable event types individually
- Define email templates for each trigger
- Set frequency: real-time, daily summary, or manual digest
🔗 Integration With Other Modules
- Proposals & Invoices: Notify sales and finance teams
- Projects: Alert assignees and stakeholders on updates
- Stock Management: Trigger purchasing actions on depletion
- HRM: Inform supervisors of personnel requests or changes
📌 Best Practices
- Start with high-priority alerts (e.g., overdue payments, new customer)
- Customize templates for clear and actionable messages
- Assign notifications to groups to avoid missed events
- Use digest mode for non-urgent categories to reduce email volume
- Test each trigger to verify that alerts are delivered as expected