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The Settings and Privacy page contains both your notifications settings and the options for how your saved contact listings are updated.
- The Notification menu lets you select how you receive notifications for bidding notices, shared projects, notes reminders and Watch List project changes. You can turn on and off notifications independently of one another.
- The Directory Synchronization menu lets you select the update parameters for your business contacts. You can select automatic updates, updates only upon approval, no updates and your own customized update selections.
This section contains the following topics:
Table of Contents
Notifications are activated in the Settings & Privacy menu. By default, all notifications are set to Off.
To access the menu,
- click the Notifications tab at the top of the window:
To activate a notification,
- check the option in the section for each notification. Your selection is automatically saved.
You can set your alerts to appear in the following locations:
- In the Notifications section on the Dashboard
- An email immediately upon the event
- A daily summary email.
By Note: By default, notifications are sent to your email address.
Notification types and settings
The default setting for each notification is to send an email immediately once the event occurs. You can also select to have the notification displayed in the Notification Center on your Dashboard.
The following table describes the notification types and corresponding alert settings. Note that notifications with more than one alert option can be set independently of one another.
|Daily Project Update
|Will Bid & Under Review Invitation Projects
|When a project is shared
|Projects on my Watch List
For Watch List projects, set the alert for when the following occurs for one or more projects:
|Companies on my Watch List
|When a company is added to a project.
Using the Directory Synchronization menu
The Directory Synchronization menu lets you control the updates to the contacts in your ConstructConnect network directory. You can select when the information is updated, which content is updated and see which fields are recommended for regular updates.
Note: The options you select in this menu apply to all accounts in your company.
Accessing the menu
Tip: To access the menu,from the Settings & Privacy page,
- click the Directory Synchronization tab at the top of the window:
Selecting update options
The Directory Synchronization menu displays the categories and the options you have for updating the information for your network directory contacts: automatic, by selection and no updates. The recommended fields to update are highlighted yellow.
The following table describes the options you have for setting the update feature for your directory contacts.
The information for all of your contacts is automatically updated each time there is a change to a profile.
You are asked to approve or reject all contact updates to the contact listings in your account. This lets you more closely manage information.
Select to turn off automatic updates to all contact listings.
Caution: This setting can result in out-of-date contact listing information.
|The selections highlighted yellow are those that are recommend as the best options to use to ensure that the key elements of your contact listings remain up to date.
Network contact field descriptions
The following table describes the fields in the Directory Synchronization menu.
|The name, title and primary function of the contact for the company.
|The phone, mobile phone, fax and email address for the contact.
|The geographic area in which the company is engaged in business.
|The trades for the company.
|The name and address for the company.
|Affiliations & Certifications
|The labor and minority affiliations for the company.