Activity Assignment Notifications

Results provides more flexibility in how users are notified when an Activity is assigned or reassigned. Administrators can select a Communication Template to use when sending assignment notifications to the Assigned User.

What's New?

Activity Assignment Notification Template – A new option has been introduced in Admin Settings > Notification Settings, allowing administrators to choose a Communication Template for Activity Assignment Notifications. When the Assigned To user changes for an Activity:

  • Results automatically sends an email notification to the newly Assigned User.
  • The email is created based on the Communication Template chosen in Admin Settings.
  • Organizations can customize the notification content to align with their communication and workflow requirements.

Why This Matters?

  • Consistent Communication – Use a standardized Communication Template for Activity Assignment Notifications across the organization.

  • Keep Users Informed – Ensure Assigned Users are automatically notified when an Activity is assigned to or reassigned to them.

  • Customize Notifications – Administrators can select the template that best fits their organization’s notification and communication needs.

  • Reduce Manual Follow-Up – Automated email notifications help keep users informed without requiring manual communication whenever an Activity assignment changes.

Expanded User Permissions and Key Utilities Access

Results provides administrators with greater control over user access to key utilities and integration configurations. New permission options have been added to the Users module, making it easier to...

Streamlined Refund Processing in Results Payments Integration

Results Payments Integration now provides a more streamlined way to process and track Refunds directly from Results. With the new “Issue Refund” functionality and enhanced transaction tracking,...

Generate Payment Links for Deposits

Results Payments Integration now makes it easier to collect Deposit payments directly from Projects. With the new Generate Payment Link for Deposit option, users can generate a secure payment link...

Who’s Working Module Enhancements

Results offers greater flexibility and convenience in the Who’s Working module, with enhancements to how Assigned Activity information is displayed and how users manage settings.Default Assigned...

Pricing Group Items Data Manager

Results introduces enhanced tools for handling Pricing Groups through the new Pricing Group Items Data Manager. Users can efficiently view, edit, and manage items within a Pricing Group directly via...

Complete Job & Schedule Remaining Work

The new Complete Job & Schedule Remainder option allows users to manage Activities after job completion and before all planned work is performed by completing the current Activity and automatically...

View Project & Sales Order Activities Directly in the Calendar

Users can now visualize scheduled Activities with the new Show in Calendar option in the Projects and Sales Orders Activities Grid, with quick access to the Calendar View to see Activities enabled...

Submit Deposit Payments to QuickBooks Desktop as Sales Receipts

Results now allows submitting Deposit Payments directly to QuickBooks as Sales Receipts. A new Linked SKU/Name field has been added to the Payments data entry screen, allowing users to specify the...

Generate T&M Invoices Directly from Sales Orders

Results makes it easier to create Time & Material (T&M) Invoices directly from Sales Orders. With the new Generate T&M Invoice from SO option, users can generate an invoice based on the...

Who’s Working – See Who’s Working and What They’re Working On

Results introduces a new Who’s Working module that provides managers and users with a centralized view of Active Users and their current work. Accessible via the Gear Icon (and soon from the main...