Membership/client based website where they need to have notification details of what was done to their account
Hello we are making a member/client based website where they need to have notification details of what was done to their account sent to them via email etc. when there is account activity made by an admin. Can Trackvia do this, is it the right type of solution?
Also can the member get notified that we are working on their account.
Can they also get reports?
If not, can this be done with Hooks or APIs?
Derrick Kotlus commented
Great question! Notifications can only be sent to TrackVia users. That being said, we do have a sharing feature that allows you to share records and views with any email address, not just TrackVia users. You can find a great knowledge base article regarding this feature below:
If this does not meet your needs, you can always use the API to pull information out of TrackVia. Hope this helps, please let us know if you have any further questions!