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 client 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.