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: 

 

 

 

 

 

 Reminder Option 

 When it Fires 

 

 

 

 

 At time of event 

 Exactly at the scheduled start (e.g. “Your Call with John Doe is starting now.”) 

 

 

 15 minutes before 

 15 minutes prior (e.g. “Your Call with John Doe starts in 15 min.”) 

 

 

 30 minutes before 

 30 minutes prior 

 

 

 1 hour before 

 1 hour prior 

 

 

 24 hours before 

 1 day prior 

 

 

 

 

 

 

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

 

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

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

 Read vs. Unread 

 

 Unread items are highlighted. 

 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.