Enabling Notifications

Abstract: The first article in a series of articles about Notifications.

To use Notifications on Abacus Private Cloud, a service must be set up on your server. Please contact Abacus Private Cloud Support at 800-726-3339 for assistance in setting up the Abacus Update Service.

Notifications provide a way for the firm to communicate with staff members as well as with their clients through email and/or phone messaging.

For a video demonstration of this feature, go to https://youtu.be/9-2srZ7s-e0.

For Notifications, Abacus customers can:

• Configure email settings for notifications 
• Configure text messaging settings for notifications 
• Configure staff notifications 
• Configure client notifications 
• Enable/disable notifications for clients

For troubleshooting, see Notifications Troubleshooting.

To enable the Notifications feature follow these steps. Note that notifications will NOT be sent if the feature is not enabled.

1. Select File > Setup > System Options.
2. The System Options window appears. Click Set up Email and SMS Alerts.
   
   
   
   
3. The Notifications Center Settings window appears. Under General, check Enable Notification System.
   
   
   
   
4. For Log activity, select how you want log activity for notifications to be recorded (Normal or With debug info [recommended]). If you do not want log activity to be recorded, select None.
   
   
   
   
5. Click Done to save your changes and close the window.

Links to relevant articles

• Enabling Notifications
• Configuring Email Settings for Notifications
• Configuring Text Messaging Settings for Notifications
• Configuring Staff Notifications
• Configuring Client Notifications
• Setting Up a Twilio Account
• Enabling/Disabling Client Notifications