Email Notifications
Get an email when Una saves a new record for your team.
On this page
Una can email your team each time a record is saved. You need the Owner or Admin role to set this up.
Setting It Up
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Select your agent in the sidebar and click Agent Settings, then Notifications
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Open the tab you want, for example Escalations
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Switch on Email
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Click Add email address and type an address. Repeat for each person
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Click Save. You will see Notifications settings successfully updated
Each tab has its own list. To remove an address, click the x next to it and save. Save stays unavailable while an address isn't valid.
A shared inbox, such as reservations@example.com, works well when several people should see the alert.
What the Email Contains
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The subject New record in and the table name, for example "New record in Escalations"
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Your agent's name
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Everything Una saved, such as the guest's name, contact details and request
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A link to the conversation in your dashboard
Troubleshooting
No email arrives. Check that Email is on in the right tab, that the address is spelled correctly and that you clicked Save. Then check the spam folder.