Watchdog – how does it work?
The Watchdog is a feature that offers numerous possibilities to help you keep track of all important actions in Scoro. You probably already read our article on bookmarks, but if you didn't, make sure you do.
You can add a Watchdog to most bookmarks in Scoro and set it up to notify you, whenever needed.
So how exactly does the Watchdog work?
Let's say you want to act right away and take the next step of the sales process (make an invoice), if a quote with the status "Confirmed" is added to Scoro (or the status of an existing quote is changed).
First, filter the quotes list to show only quotes with the status "Confirmed" and bookmark this view.
Now add a Watchdog to that bookmark.
Tick the box Notify by email.
Note! Only the creator of this bookmark is notified, even if the bookmark is shared with other users.
Then choose the rules the way you see fit and select how often the list is checked. That's it!
You can do the same for average sums on quotes, project income, events planned in the calendar, overdue tasks in your task list, etc.
You can see and modify all your watchdogs in the bookmarks list. Just click on the watchdog icon on the line of the bookmark.
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