Tutorials
Updating notification settings for a client in Uncat
It's easy to update when your client receives notifications from Uncat about uncategorized transactions that need their attention. By default, notifications go out weekly on Monday.
Transcript
Hi there. This is a quick video, just about client notification, settings and Uncat. So if you click through on client settings for any client, you can customize when they get notified from Uncat about uncategorized transactions.
So here you can see notifications are enabled by default cause it's core functionality of Uncat to let your client know when they need to update the transaction.
It goes out weekly by default. On Monday, you can click in here to change the day of the week. So if your client is used to hearing from you just on Thursdays, you're welcome to change it to a Thursday.
Let's say you can also change the frequency. So if you want to move it from weekly, you can change it to daily.
So for example, for a super high volume e-commerce client, you might choose daily or for a very low volume client.
You might switch to monthly. That said we've found across our client base and for ourselves weekly tends to work the best because the client can remember what the transaction was for.
If it's within about a week, you get into 30 days ago. And sometimes it's really hard to remember what that transaction was for and about.
We also only notify the client when there are transactions on their dashboard that need their attention. So we certainly don't want to bother your client if there's no work for them to do an Uncat.
So we'll only send them an email or a text message notification. If there are transactions there. The last thing here is that if this is a client that you want to know, anytime they make any changes to a transaction, you can turn on this toggle switch by default, we will email you a daily digest of all the clients that have updated transactions and Uncat.
But if this client in particular is a special client and you want to know any time they touch a transaction so that you can review and categorize it immediately, you can turn on this toggle switch and we'll send you those immediate notifications.
All right. That's it. Thanks for watching.