Go to Main menu — Settings — Notifications to set email/SMS notifications about the following CRM events:
- new messages from colleagues, when offline;
- changes in task status or comments;
- new activities for supervisors (if the supervised activity was initiated by a different user): you can activate this option from the administration panel;
- new activity match;
- reminders in CRM fields;
- personal reminders;
- new Intranet messages:
You can set notifications to appear right after the event (less than 5 minutes delay) or once in a while (for instance, once an hour, once a day, etc.).
Please note! A notification will only arrive in case you have NOT seen the event online in the system for the past 10 minutes. For example, if you open a task 2 minutes after its status change, you will not receive any email/SMS notification about it because you had already been informed about this event when online in the CRM.
Please mind that any user can disable notifications in user profile:
You can still get system notifications online, even when your browser is closed:
To activate this option, subscribe to browser notifications. The first time you open the CRM, a pop-up line will appear on the page top to offer you browser notifications subscription:
Click "Allow notifications".
Click "Allow" again in the pop-up window:
If you disabled browser notifications, you can reactivate them at any time by clicking the icon shown below:
To disable browser notifications, to go Settings — Advanced — Privacy and security — Content settings — Notifications (in your browser settings).
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