Notification Triggers

This page defines all the Notification triggers available, including:

Trigger name
Fires when – a description of the action in iPoint that will create and send the notification
Criteria possibilities – a list of the choices available
Operator – a list of available operators (displayed in parentheses)
Criteria Value – what options are available [displayed in brackets]

Cash Bag Account

Fires when: the cash bag account in the Autos module is used.
Criteria Possibilities

$$Cash Balance (Equal, Greater or Equal, Greater Than, Less or Equal, Less Than, Not Equal) [Other…]
$$Vehicle (Equal, Not Equal) [Vehicle name]: set up in Autos > Auto List

Change Order Approved

Fires when: a change order has been approved and committed.
Criteria Possibilities

$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists > Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

Change Order Status Change

Fires when: the status on a change order is modified.
Criteria Possibilities

$$CO Status (Equal, Not Equal) [Change Order Status] set up in Settings > Pop Up Lists > Change Order Status
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

Customer Rep Change

Fires when: the name of the sales representative has been changed on a customer record.
Criteria Possibilities

$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

E-Signature Change Order Accepted

Fires when the customer has accepted : a change order with an E-Signature.
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists > Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

E-Signature Change Order Declined

Fires when the customer has declined : a change order with an E-Signature.
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists > Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

E-Signature Change Order Viewed

Fires when the customer has viewed : a change order with an E-Signature.
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$First View Only (Equal, Not Equal) [False or True]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists > Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

E-Signature Proposal Accepted

Fires when: a proposal with an E-Signature has been marked accepted by the customer.
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

E-Signature Proposal Declined

Fires when: a proposal with an E-Signature is marked declined by the customer.
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

E-Signature Proposal Viewed

Fires when the customer has viewed : a proposal with an E-Signature.
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$First View Only (Equal, Not Equal) [False or True]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

Invoice Deleted

Fires when: an invoice is deleted
Criteria Possibilities

$$Employee(Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General

Invoice New

Fires when: a new invoice is created
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Invoice_Type (Equal, Not Equal) [Delivery, RFP, or Standard]: based on the type of invoice (There are no settings to adjust these options) – New in 10.0205
$$IsRecurringInvoice (Equal, Not Equal) [False, True]: based on if the invoice is a recurring invoice or not. – New in 10.0205
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General

Invoice Payment Received

Fires when: a payment is received against an invoice.
Criteria Possibilities

$$Employee(Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Invoice_Status (Equal, Not Equal) [Invoice Status]: set up in Settings > Pop Up Lists > Invoice Status
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$WebPayment (Equal, Not Equal) [True]

Invoice Pushed to QB

Fires when: an invoice has been synced to QuickBooks.
Criteria Possibilities

$$Invoice_Status (Equal, Not Equal) [Invoice Status]: set up in Settings > Pop Up Lists > Invoice Status
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

Invoice Status Change

Fires when: the status of an invoice is changed.
Criteria Possibilities

$$Invoice_Status (Equal, Not Equal) [Invoice Status]: set up in Settings > Pop Up Lists > Invoice Status
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

Invoice Web Portal Viewed

Fires when: a customer visits the credit card payment web portal for the first time
Criteria Possibilities

$$First View Only (Equal, Not Equal) [True]: set up in Settings > Pop Up Lists > Invoice Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General

iPointTech Data Collision

Fires when: a record in the iPointTech app is outdated and would over-write more current information in iPoint.
Criteria Possibilities

none at this time

Item Requested Allocated in Full

Fires when: a specific item is allocated in full.
Criteria Possibilities

$$Requested By (Equal, Not Equal) [iPoint User who placed the product request on the Sales Order]: set in Sales Order > Product > Product Manager
$$SO Project Manager (Equal, Not Equal) [iPoint User-defined as the project manager on the Sales Order where the product request was generated]: set in Sales Order > Info
$$SO Sales Rep (Equal, Not Equal) [iPoint User-defined as the sales representative on the Sales Order where the product request was generated]: set in Sales Order > Info

Note: This notification is only sent for items that have had Product Notifications turned on. Go to Items > Add’l Settings and click the Run Notification When This Item is Fully Allocated checkbox.

Lead Status Change

Fires when: the lead status field on a customer record is modified.
Criteria Possibilities

$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

New Change Order

Fires when: a change order is created on a sales order.
Criteria Possibilities

$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists > Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

New Item

Fires when: a new item is created.
Criteria Possibilities

$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

New Project

Fires when: a new project is created.
Criteria Possibilities

$$Date Start (Equal, Not Equal) [Current Date]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Status_Phase (Equal, Not Equal) [Project Phase]: set up in Settings > Pop Up Lists > Project Phase
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$WO Type (Equal, Not Equal ) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

New Project or WO Task

Fires when: a new task is created on a project or work order.
Criteria Possibilities

$$Date Start (Equal, Not Equal) [Current Date]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Status_Phase (Equal, Not Equal) [Project Phase]: set up in Settings > Pop Up Lists > Project Phase
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$WO Type (Equal, Not Equal ) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

New Proposal

Fires when: a new proposal is created
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users

New Purchase Request

Fires when: a purchase request is added to the Purchase Request Manager.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

New Sales Order

Fires when: a proposal is converted to a sales order.
Criteria Possibilities

$$Amount (Equal, Greater or Equal, Greater Than, Less or Equal, Less Than, Not Equal) [Dollar Value] Note: Use the Other… option to enter a specific dollar value not available in the dropdown list. – New in 9.1113
$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$InventorySite (Equal, Not Equal) [Inventory Site Location]: setup in Settings > Module Settings > Items > Inventory Locations
$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General $$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technicial Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

New Stock Transfer Form

Fires when: a stock transfer form is created.
Criteria Possibilities

$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

New Work Order Task

Fires when: a new task is added to a work order.
Criteria Possibilities

$$Date Start (Equal, Not Equal) [Current Date]
$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$WO Type (Equal, Not Equal ) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Note Added

Fires when: a note is added (in customers, projects, work orders)
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General

Note: This notification will not fire when you add a memo checking out of a Work Order. If you want to have a notification fire when a clock out memo is entered, please use the Work Order Start & Stop trigger and put a Criteria of $$Memo Exists = True.

Part Added to Project or Work Order

Fires when: a part has been added on the Parts Added tab to a project or a work order.
Criteria Possibilities

$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status_Phase (Equal, Not Equal) [Project Phase]: set up in Settings > Pop Up Lists > Project Phase
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Work Order Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

PO Approved

Fires when: a purchase order is marked approved
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$PO_Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > PO Status
$$SO Project Manager (Includes) [Project Manager on SO]: set up in Settings > Users > General > Job Roles
$$SO Sales Rep (Includes) [Sales Rep on SO]: set up in Settings > Users > General > Job Roles
$$SO Technical Designer (includes) [Technical Designer on SO]: set up in Settings > Users > General > Job Roles
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

PO Item Back Ordered

Fires when: an item on a purchase order is marked as back-ordered
Criteria Possibilities

$$Item (Equal, Not Equal) [Item Name]: set up in Items > Item Details > Item Name
$$PO_Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > PO Status
$$SO Project Manager (Equal, Not Equal) [Project Manager on SO]: set up in Settings > Users > General > Job Roles
$$SO Sales Rep (Equal, Not Equal) [Sales Rep on SO]: set up in Settings > Users > General > Job Roles
$$SO Technical Designer (Equal, Not Equal) [Technical Designer on SO]: set up in Settings > Users > General > Job Roles

PO New

Fires when: a new purchase order is created.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
$$SO Sales Rep (includes) [Other…]
$$SO Technical Designer (includes) [Other…]

PO Pushed to QB

Fires when: a purchase order has been synced to QuickBooks.
Criteria Possibilities

$$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
$$SO Sales Rep (includes) [Other…]
$$SO Technical Designer (includes) [Other…]
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

PO Received in Full

Fires when: a purchase order is marked Received in Full.
Criteria Possibilities

$$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
$$SO Sales Rep (includes) [Other…]
$$SO Technical Designer (includes) [Other…]
$$User (Equal, Not Equal) [iPoint User]: set up in Settings > Users

PO Status Change

Fires when: the status of a purchase order is changed.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$PO_Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > PO Status
$$SO Project Manager (includes) [iPoint Users marked Project Manager]: set up in Settings > Users > General
$$SO Sales Rep (includes) [Other…]
$$SO Technical Designer (includes) [Other…]
$$Technical Designer (Equal, Not Equal) [iPoint Users marked Technical Designer]: set up in Settings > Users > General

Product Request Allocated in Full

Fires when: a product request is allocated in full – this can be a single item or group of items – it is based on the request as a whole. (Example: from the Product Manager you select 10 different line items and create a request. You will only be notified once all of those line items, from that single request, are allocated in full.)
Criteria Possibilities

$$Requested By (Equal, Not Equal) [iPoint User who placed the product request on the Sales Order]: set in Sales Order > Product > Product Manager
$$SO Project Manager (Equal, Not Equal) [iPoint User-defined as the project manager on the Sales Order where the product request was generated]: set in Sales Order > Info
$$SO Sales Rep (Equal, Not Equal) [iPoint User-defined as the sales representative on the Sales Order where the product request was generated]: set in Sales Order > Info

Product Request for Invoice Created

Fires when: a product request is created from an invoice.
Criteria Possibilities

$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [Technician]: set up in Settings > Users

Product Request for Invoice Ordered

Fires when: a product request for an invoice has been added to a Purchase Order
Criteria Possibilities

$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [Technician]: set up in Settings > Users

Product Request for Invoice Received

Fires when: the product that was requested on an invoice was received on the associated Purchase Order.
Criteria Possibilities

$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$User (Equal, Not Equal) [Technician]: set up in Settings > Users

Project Custom 1 Change

Fires when: the Custom 1 field on a project is changed.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Value (Equal, Not Equal) [Other…]:

Project Custom 2 Change

Fires when: the Custom 2 field on a project is changed.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Value (Equal, Not Equal) [Other…]:

Project Status/Phase Change

Fires when: the status or the phase is changed on a project.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status_Phase (Equal, Not Equal) [Project Status]: set up in Settings > Pop Up Lists > Project Phase

Proposal Status Change

Fires when: the proposal status is changed
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Proposal Status (Equal, Not Equal) [Proposal Status] set up in Settings > Pop Up Lists > Proposal Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

Returned Product

Fires when: a product is returned (this notification currently on works on sales orders)
Criteria Possibilities

$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$User (Equal, Not Equal) [Technician]: set up in Settings > Users

RMA Status Change

Fires when: the status of an RMA is changed.
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$RMA_Status (Equal, Not Equal) [RMA Status] set up in Settings > Pop Up Lists > RMA Status

Sales Order Billing Status Change

Fires when: the Billing Status of a sales order is changed
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists . Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

Sales Order Labor Utilization

Fires when: the labor used is a specific percentage of the labor sold on a sales order. This detail is also reported on the Labor Sold vs. Used report on a Sales Order.
Criteria Possibilities

$$Utilization (Equal, Greater or Equal, Greater Than, Less Or Equal, Less Than, Not Equal) [a number entered from the dropdown choices].

Sales Order Product Manager Status Change

Fires when: the Product Manager status of a Sales Order changes
Criteria Possibilities

$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists . Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

Sales Order Reverted to Proposal

Fires when: a sales order is reverted back to a proposal
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

Sales Order Status Change

Fires when: the status of a change order is changed
Criteria Possibilities

$$Class (Equal, Not Equal) [QuickBooks Classes]: setup in Settings > QuickBooks > Lists > Class – New in 10.0316
$$Employee (Equal, Not Equal) [iPoint User]: set up in Settings > Users
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$SO Billing Status (Equal, Not Equal) [Sales Order Billing Status]: set up in Settings > Pop Up Lists . Sales Order Billing Status
$$SO PM Status (Equal, Not Equal) [Sales Order Product Manager Status]: set up in Settings > Pop Up Lists > Sales Order Product Manager Status
$$SO Status (Equal, Not Equal) [Sales Order Status]: set up in Settings > Pop Up Lists > Sales Order Status
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General

Sales Order Substitution

Fires when: an item has been substituted on a sales order
Criteria Possibilities

$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Technical Designer (Equal, Not Equal) [iPoint Users marked as Technical Designer]: set up in Settings > Users > General
$$User (Equal, Not Equal) [Technician]: set up in Settings > Users

Specific Item Is Sold

Fires when: a proposal is converted to a sales order
Criteria Possibilities

$$Item (Equal, Not Equal) [Item]: set up in Items

Stock Transfer Form Fulfilled

Fires when: a stock transfer form is marked fulfilled.
Criteria Possibilities

$$Requestor (Equal, Not Equal) [Active iPoint Users]: setup in Settings > Users
$$User (Equal, Not Equal) [Active iPoint Users]: setup in Settings > Users

Stock Transfer Form Submitted

Fires when: a stock transfer form is marked as submitted.
Criteria Possibilities

$$Requestor (Equal, Not Equal) [Active iPoint Users]: setup in Settings > Users
$$User (Equal, Not Equal) [Active iPoint Users]: setup in Settings > Users

Time Clock

Fires when: a time clock entry is made.
Criteria Possibilities

$$Employee (Equal, Not Equal) [Active iPoint Users]: setup in Settings > Users
$$Time Of Day (After, Before) [Other…]: Manually type in a value (e.g. 3:35 PM)

Time Used of Sold

Fires when: the percentage of labor performed compared to labor sold exceeds a specific percentage.
Criteria Possibilities

$$Utilization (Greater Than) [percentage amount].
Notes:
- The number used for this calculation comes from the Sales Order List view showing “Time Used of Sold.”
- This trigger will only fire once per sales order. So, if the work performed on Monday causes the labor used to exceed the designated criteria, the notification will be sent. But additional work completed on Tuesday will not cause the notification to be sent a second time.
- If you want a notification when a job exceeds 70% labor AND 85% labor, you’ll need to create multiple notifications.

Vehicle Mileage

Fires when: vehicle mileage is updated
Criteria Possibilities

$$Start Time (After, Before) [Other…]: Set any time, formatted 1:00 PM
$$Stop Time (After, Before) [Other…]: Set any time, formatted 1:00 PM
$$Time Of Day (After, Before) [Other…]: Set any time, formatted 1:00 PM
$$Vehicle (Equal, Not Equal) [Vehicle Name]: Set in Autos (module) > Auto Record

Work Order Custom 1 Change

Fires when: the custom field #1 is changed on a work order: set up in Settings > Module Settings > Work Orders (tab) > Custom Field 1 Name
Criteria Possibilities

$$Employee (Equal, Not Equal) [Active iPoint Users]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$Value (Equal, Not Equal) [Work Order Custom 2]: set up in Settings > Pop Up Lists > Work Order Custom 1
$$Work Order Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Work Order Custom 2 Change

Fires when: the custom field #2 is changed on a work order: set up in Settings > Module Settings > Work Orders (tab) > Custom Field 2 Name
Criteria Possibilities

$$Employee (Equal, Not Equal) [Active iPoint Users]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$Value (Equal, Not Equal) [Work Order Custom 2]: set up in Settings > Pop Up Lists > Work Order Custom 2
$$Work Order Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Work Order Start & Stop

Fires when: a technician starts work on a work order by clocking in or stops work on a work order by clocking out.
Criteria Possibilities

$$Memo Exists (Equal, Not Equal) [False, True]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Start Time (After, Before) [Other…]
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Stop Time (After, Before) [Other…]
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$Time Of Day (After, Before) [Other…]
$$Type (Equal, Not Equal) [Check In, Check Out]: restricts this notification to either check in to work order or check out of work order
$$WO Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Work Order Status Change

Fires when: the status of a work order has been changed.
Criteria Possibilities

$$Employee (Equal, Not Equal) [Active iPoint Users]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$Work Order Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Work Order Task Status Change

Fires when: the status of a task on the work order has been changed.
Criteria Possibilities

$$Employee (Equal, Not Equal) [Active iPoint Users]
$$Project Manager (Equal, Not Equal) [iPoint Users marked as Project Manager]: set up in Settings > Users > General
$$Sales Rep (Equal, Not Equal) [iPoint Users marked as Sales Staff]: set up in Settings > Users > General
$$Status (Equal, Not Equal) [Work Order Status]: set up in Settings > Pop Up Lists > Work Order Status
$$Task Status (Equal, Not Equal) [Task Status]: set up in Settings > Pop Up Lists > Task Status
$$Technician (Equal, Not Equal) [Technician]: set up in Settings > Users > General
$$Work Order Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

Work Order Type Change

Fires when: the Work Order Type field is changed on a work order
Criteria Possibilities

$$Work Order Type (Equal, Not Equal) [Work Order Type]: set up in Settings > Pop Up Lists > Work Order Type

iPoint Version: 10.0316

Last modified: 24 Apr 2023

Notification Builder

Labor Phases