# Notification Center



# Notifications: Overview

The **Notifications** panel (bell icon, top-right) collects alerts from across the CRM—events, assignments, imports and more—so you never miss an important action.

**1. Event Reminders** Whenever you schedule a **Call** or **Reminder** in the Calendar, you choose one or more lead-time reminders:

<div class="_tableContainer_16hzy_1" id="bkmrk-reminder-option-when"><div class="_tableWrapper_16hzy_14 group flex w-fit flex-col-reverse" tabindex="-1"><table class="w-fit min-w-(--thread-content-width)" data-end="1161" data-start="522" style="width: 99.4048%; height: 221.58px;"><thead data-end="582" data-start="522"><tr data-end="582" data-start="522" style="height: 29.7017px;"><th data-col-size="sm" data-end="540" data-start="522" style="width: 21.9519%; height: 29.7017px;">Reminder Option</th><th data-col-size="md" data-end="582" data-start="540" style="width: 78.0335%; height: 29.7017px;">When it Fires</th></tr></thead><tbody data-end="1161" data-start="644"><tr data-end="754" data-start="644" style="height: 39.5057px;"><td data-col-size="sm" data-end="670" data-start="644" style="width: 21.9519%; height: 39.5057px;">**At time of event**</td><td data-col-size="md" data-end="754" data-start="670" style="width: 78.0335%; height: 39.5057px;">Exactly at the scheduled start (e.g. “Your Call with John Doe is starting now.”)</td></tr><tr data-end="864" data-start="755" style="height: 40.4972px;"><td data-col-size="sm" data-end="782" data-start="755" style="width: 21.9519%; height: 40.4972px;">**15 minutes before**</td><td data-col-size="md" data-end="864" data-start="782" style="width: 78.0335%; height: 40.4972px;">15 minutes prior (e.g. “Your Call with John Doe starts in 15 min.”)</td></tr><tr data-end="963" data-start="865" style="height: 37.5px;"><td data-col-size="sm" data-end="892" data-start="865" style="width: 21.9519%; height: 37.5px;">**30 minutes before**</td><td data-col-size="md" data-end="963" data-start="892" style="width: 78.0335%; height: 37.5px;">30 minutes prior</td></tr><tr data-end="1062" data-start="964" style="height: 39.6875px;"><td data-col-size="sm" data-end="991" data-start="964" style="width: 21.9519%; height: 39.6875px;">**1 hour before**</td><td data-col-size="md" data-end="1062" data-start="991" style="width: 78.0335%; height: 39.6875px;">1 hour prior</td></tr><tr data-end="1161" data-start="1063" style="height: 34.6875px;"><td data-col-size="sm" data-end="1090" data-start="1063" style="width: 21.9519%; height: 34.6875px;">**24 hours before**</td><td data-col-size="md" data-end="1161" data-start="1090" style="width: 78.0335%; height: 34.6875px;">1 day prior</td></tr></tbody></table>

</div></div>> **Notification text** includes both the client name/ID and the exact event time, e.g.:  
> “📞 Call with **client** at **3:00 PM** starts in **15 min**.”

**2. System &amp; Integration Notifications: Data imports/exports** Success: “✅ Clients imported successfully — *828* records.”  
Failure: “❌ Import failed” with a link to download error details.

**3. Viewing &amp; Managing Notifications: Open the Inbox:** Click 🔔 in the header to slide out your Notifications panel.

**Read vs. Unread**

1. Unread items are highlighted.
2. Clicking an item marks it as read and (when applicable) jumps you to the related record.

**Persistent History:** Notifications remain until you clear them—giving you a running log of all alerts.