Notifications on your phone

The Rocket ERP apps can alert you on your phone the moment something needs you: an approval waiting, a lead assigned to you, your salary deposited. Tapping the alert takes you straight to the record it is about, so you can act on it without searching.

Before you start

• Sign in to the app. See Sign in to a mobile app.

• When the app asks whether it may send you notifications, allow it. If you declined, turn notifications on for the app in your phone's settings.

What you receive

Your company's administrator decides which notifications are sent and whether they go to phones, for everyone at once. See Choose which notifications your company sends. Every notification you receive on the phone is also kept in the app's Notifications screen and under the bell on the web, where you can read it again later.

Tap a notification in the management app

Tapping a notification, on the phone's lock screen or in the app's Notifications screen, opens the related record when the app has a screen for it:

• a purchase order, an item, a stock transfer or a journal entry;

• a sales invoice or quotation, a work order, an opportunity, an activity or a lead;

• a ticket, a payslip, an employee or a project.

The apps are gaining screens for more kinds of record, so more notifications open the record itself over time. Until the app has a screen for that kind of record, the tap opens the nearest screen instead, such as its list, the approvals inbox or the Notifications screen. On the web, a notification already opens the record itself; see Follow your notifications.

• If your permissions do not let you open that record, the app opens the Notifications screen with the full notification and the message You don't have access to open this item. Ask your administrator if you need it.

• If the record was deleted after the notification was sent, you see This item is no longer available, with a Go to the list button that opens the list it belonged to.

Tap a notification in the employee app

• A payslip notification opens that payslip.

• A leave, expense or loan notification opens that request on its own screen, with its approval steps.

• A certification notification opens that certification in My certifications, and a document notification opens My documents with that document highlighted.

• Custody, site diary, material request, delivery note and task notifications open that record.

• Managers' notifications about a leave, expense or loan request waiting for them open the Team tab. Other approvals, such as purchase orders, are shown in full, because they are decided in the management app or on the web.

If you were filling in a form when the notification arrived, tapping it opens the record on top of the form. Your unfinished form stays where it was, and you return to it with the back button.

Users and e-mail verification in the management app

Administrators can also manage e-mail verification from the management app's users screen: the E-mail not verified badge, the filter, the Send verification e-mail action and the E-mail verified switch when editing a user. See Verified e-mail addresses.

Common questions

I get notifications on the web but not on my phone. Check that notifications are allowed for the app in your phone's settings and that you are signed in. If they are, your administrator may not send that notification to phones.

Do phone notifications need a verified e-mail address? No. Only e-mail copies need a verified address. Phone and in-app notifications arrive either way.

A notification opened the list instead of the record. The record could not be identified from that notification, so the app opened the nearest screen. Find the record in the list.