Automatic email notifications
Email notifications are automatically triggered where the following types of Tasks are newly created:
- Tax Payment tasks
- Data Feed Authority tasks
- Account Finalisation tasks
- Strategic Items tasks
In addition, where you respond to a Task (status = "Responded To") and someone from the Intello team reviews your response and seeks further information or documentation, the Task will again require action and this will also trigger an email notification.
Manual email notifications for Query tasks
***Commencing 1 February 2019 we will be also be making Client Query task items trigger an instant email notification***
More information regarding this change here.
In many cases, the Intello team may require you to provide multiple items for the same client. In these scenarios we will manually trigger an email to you that contains links to the specific Tasks:
In addition to email notifications you also will see a notification bubble within the Portal.
Who receives the email notifications?
By default the email notification for a specific Task will be sent to the user from your business who is set as the default recipient under the Task Allocation Rules:
The nominated user can be updated at either the client or business level.
How do I update the default team members for specific clients or Task type?
To update the nominated user from your business who receives the notifications, please email admin@intello.com.au and we can update as required.
Can customised notifications be set up?
Yes. At this stage we are able to set up custom notifications for your business based on on the following criteria:
- Task status change (Action Required > Responded To > Completed)
- Job state change (Info Requested, Queries Sent, Review, Audit, Completion etc.)
Custom email notifications can be set up to be sent to a specific person if required.
We currently cannot trigger a new email notification based on a comment, or the Task being re-assigned to another user. There are workarounds to this.
For example if you re-allocate a Task to another user in your business, and comment, our team will be notified of the Task status changing to 'Responded To' and they will see you've re-allocated it and change it back to 'Action Required' which will trigger a notification to the other user who is the new assigned user.
Can email notifications be turned off?
Not at this stage. We are currently building functionality that will enable you to turn off your notification emails, or only have in-app notifications (good if you are logging in on a regular basis).
If you are receiving email notifications that should be going to another person in your team, please contact us and we will work with you to ensure future notifications are going to the correct person.
Do you need further assistance with the Intello Adviser Portal?
If you require further assistance please get in contact with us via our Help Centre messaging during business hours, or via e-mail outside of business hours at admin@intello.com.au.