Notification recipients
Define per module and event who receives notification mail: a system user, a contact person or a free e-mail address, and for which period.
In Notification recipients you decide who receives a module's automatic mail. Each row is one recipient for a module (and, if needed, an event, a client or a specific record), with a validity period.
Adding a recipient
- Open Mail → Notification recipients. The bell icon in a Module schedule row brings you here filtered to that module.
- Click the blue + button at the top right.
- Choose the Module (required) and, if needed, the Event key, Client company ID and Send from (channel).
- According to Recipient type give exactly one recipient: System user, Person (contact) or Free email address. Typing in the search fields lists only users and persons within your scope.
- If the notification is about one specific record, fill in Object type and Object ID.
- Set Valid from, Valid to and Status, then click Save.
You can also subscribe someone quickly from the notification tile on the partner or person form.
Rules and messages
- "A module must be selected!"
- "Fill in exactly one recipient: a user, a person, or a free email address!"
- "The valid-from date cannot be later than the valid-to date!"
- Rows can be activated and deactivated; deleting is permanent or moves to the bin, depending on your permission.
Example
Péter Szabó, contact person of Sample Ltd., should receive the monthly balance statement. You add a row: Module the balance statement, Recipient type person, Péter Szabó, Valid from 1 Jan 2026. From then on the module's automatic mail goes to him as well.