Notifications
Goal. Receive and manage the CRM's alerts: new messages, leads, assigned cases, payments, signed contracts and system alerts.
Prerequisites. An active session. Each person only sees their own alerts.
The bell
The bell in the top bar shows the number of unread alerts. When a new one arrives, the bell shakes, a short tone plays and a pop-up appears with the "Open" action. The count updates instantly, without reloading the page.
- Click the bell to open the "Notifications" panel.
- Click an alert to open the related screen; the alert is marked as read.
- Use the cross on each row, "Dismiss this notification", to discard it.
- "Mark all as read" clears the count without deleting anything; "Clear" empties the panel.
Alert types
| Alert | When it arrives |
|---|---|
| New message in the inbox | A client writes through any connected channel. |
| New lead | A prospect comes in, with its source. |
| Case assigned to you | Someone assigns you a case as its responsible. |
| Payment received | A payment for a case is recorded or collected. |
| Contract signed | The client signs a case's contract. |
| Mention | A colleague mentions you in a conversation and adds you to it. |
| Intake received | A client submits the intake form for their case. |
| Document from the portal | A client uploads a document from their portal. |
| The AI assistant needs a human | The AI agent cannot continue a conversation and hands it to the team. |
| Appointment proposed by the AI assistant | The AI agent proposes an appointment that must be confirmed. |
| Backups | A backup failed, none was made in over 26 hours, the destination disconnected, the key was regenerated or space is low. |
| Security | A portal is locked after failed PINs, a malicious file is rejected or a delivery arrives with an invalid signature. |
Alerts on this device
At the bottom of the panel, when the browser supports it, "Enable alerts on this device" appears. Clicking it makes the browser ask for permission to show notifications. Once granted, the CRM confirms "Alerts on: you'll get them even with the app closed". The same option turns into "Disable alerts on this device" to remove them. Activation is per device and browser: a phone and a computer are enabled separately.
Troubleshooting
- "The browser blocked notifications. Enable them in the site settings". The notification permission was denied. Open the site settings in the browser, allow notifications and click "Enable alerts on this device" again.
- The device alerts option is missing. The browser does not support push notifications or the CRM is being used in a private window. Try another browser or install the CRM as an app from the browser menu.
- No tone plays when an alert arrives. Some browsers keep audio muted until you interact with the page. After a click anywhere in the CRM, the following alerts will play.
