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New Referral Notification

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Configuring a notification list allows your organization to automate internal communication to select team members that a job has received a new referral. Once configured, any user added to the Referral notification list will receive an email notification per new referral made for the job.

In this article, we will cover the following for a single job:

To start, click All Jobs from the navigation bar and select a job from the subsequent list.

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Click Job Setup and navigate to Notifications on the left-hand panel.

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From the Notifications page, navigate to New Referrals and click Edit.

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Note: The email notification for New Referrals cannot be edited.

 

Add Users to Notification List for Referrals

To add users to the notification list for New Referrals, click the provided field and select a user from the dropdown menu

Note: Only users who have appropriate permissions on the job will populate in the dropdown menu. 

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Repeat as necessary for other users who should be notified when the job receives a new referral. Click Save when finished. 

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All selected users will receive an email for every new referral on the job with relevant contact and application information.

 

Remove Users From Notification List for Referrals

To remove users from the New Referral notification list, navigate to the name of a user listed in the provided field and click X to the right of their name.

Repeat as necessary for other users and click Save when finished.

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