Customer Notification Categories

View the included chart for a breakdown of notifications that comprise each Notification Setting category on Customer accounts.

Primary Audience: All Internal Users

A breakdown of customer notifications is detailed in the chart below. This chart can be used as a guide in understanding which notifications are included in each notification section. It can also be used as a reference in the event that an internal user is adjusting notifications settings on behalf of a customer in the Team Hub, or simply to answer customer questions relating to Platform notifications.

To view or adjust the current notification settings for a customer, simply navigate to the Client Profile page of any specific client and scroll down to the Notification Settings section.

Notification Categories
Category	Notification Type
Billing & Finance	Payment Received Energy Payment Received Invoice Payment Received Booking Payment Received Prepay Payment Received Statement Payment Received Balance Payment Received External Statement Payment Received POS Payment Received Budget Billing Payment Received New Invoice New External PDF Statement New Statement New Loan Booked Past Due Invoices Digital Statements Turned On (Paperless) Paper Statements Turned On
Contracts to Sign	New Contract to Sign Contract Signature Reminder New Grain Contract  Grain Contract Signature Reminder Grain Contract Expiration Reminder - 5 Days Grain Contract Expiration Reminder - Final (1 Day) New Energy Contract  Energy Contract Signature Reminder - First Energy Contract Signature Reminder - Last (2 Days) New Fertilizer Contract Fertilizer Contract Reminder New Fertilizer Booking to Sign Fertilizer Booking Contract Signature Reminder New Booking Manual Order Signature Reminder Auto Order Signature Reminder
Energy Services & Requests	Energy Tank Delivery Request Energy Tank Service Request Energy Contract Expiration Reminder
Agronomy Jobs & Deliveries	Job Completed Delivery Completed Order Shipped
Inbox Messages	New Inbox Message New Resource Available Unread Message Reminder
Orders	New Order Order Canceled
Quotes & Plans	Quote Request Quote Updated Quote Requested Quote Declined New Plan
Personalized Updates	New Marketing Message Test Marketing Message

Check out the Overview of Customer Notification Settings article to learn more about how to adjust your customer's notification preferences from within the Team Hub.

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If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at [e-mail] or at 512-812-9399