Module customization enables you to set defaults and set up workflow routing, where applicable, for the Project Inbox business processes. There are two types of defaults:
- Client level defaults are set in MaintenanceData MaintenanceModule Customization.
- Project level defaults are set by selecting the Customize button within the Module.
Available customization choices at the Project level are similar to the Client level, with a few exceptions.
Client and Project Tabs
Add User who is currently not listed as a team member to receive Auto-Notifications.
Choose Receive and/or View privileges.
Additional Client Level Tabs