Overview: Notifications will alert you via email once per week or once per month of birthdays, follow ups, new people, attendance, giving, and anniversaries.
To set up notifications:
- Navigate to the person icon in the top right corner of the screen
- Click "Notifications" in the dropdown menu
- Select which notifications you would like to receive and what day of the week you would like to receive the notifications
- Click "Update"
After turning on notifications you will receive a pre-formated email from Breeze on the day(s) of your choosing updating you of all of the information over the past week.
Birthdays and Anniversaries will give you a list of the following month's birthdays/anniversaries.
Anniversary notifications only appear in the list if a date field has been added with specific labels/name field in Profile Fields. You simply can create a profile field date using the steps from this article: Customizing Profile Fields and create a date field and label it Anniversary Date.
Only the data/people to which the user has access will be sent in a notification. If the user only has access to a tag of High School Kids, those are the only birthdates that will send.
- The Giving notification is a rolling 7 day time period. It adjusts with the date that you choose and goes backwards. If you chose a delivery date of Monday (let's use the 12th as an example) the notification should include gifts from the previous Monday - Sunday the (5th-11th). It stops at Sunday (the 11th) at midnight in order to be able to queue up the giving notification email that's sent out at 8 am the next morning.
The email address used is the email attached to your user account (not necessarily your profile), to update your email address click the person icon in the top right corner (the same one used for notifications) and choose "User Settings" from the dropdown menu.