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P. Jak wlaczyc lub wylaczyc powiadomienia e-mail? (PL): 000003399

Article Number: 000003399

Portal bazujacy na systemie firmy Taulia generuje powiadomienia e-mail na podstawie aktywnosci w portalu. Mozesz otrzymac powiadomienie e-mail, gdy pojawi sie nowe zamówienie, nowa platnosc lub wiadomosc czy tez opcja wczesniejszej platnosci.
 

UWAGA DOTYCZACA POLACZONYCH KONT! Jesli korzystasz z polaczonych kont (dostep do wiecej niz jednego klienta za pomoca tego samego adresu e-mail), nie mozesz wylaczyc powiadomien dotyczacych konkretnego klienta. A zatem jesli masz dostep do klienta X, Y oraz Z, ale chcesz otrzymywac tylko powiadomienia dotyczace klienta X, nie masz mozliwosci skorzystania z tego typu ustawien w biezacej wersji systemu. 
 

Aby wlaczyc lub wylaczyc powiadomienia e-mail, postepuj zgodnie z ponizszymi instrukcjami. 

1 - Zaloguj sie na Stronie glównej portalu.

2 - Wybierz Ustawienia > Profil z paska menu u góry po prawej stronie.
 

 
 

3 - Przewin do Ustawien powiadomien e-mail.
 

4 - Wybierz Wlacz lub Wylacz powiadomienie, gdy pojawi sie:

  • Nowe zamówienie
  • Opcja wczesniejszej platnosci
  • Nowa wiadomosc
  • Nowa platnosc
  • Akceptacja wczesniejszej platnosci
  • Odrzucona faktura
  • Akceptacja faktury eSend
  • Uwaga dotyczaca faktury eSend

5 -  Przewin na dól strony i kliknij Zapisz profil.

 

 

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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