Monitor Notifications Center

Use the Notifications Center to monitor updates and recent activities on Customer items like Tasks and Notes assigned to you, that you are following or mentioned in. It's a great way to stay in tune with activities happening with Customers not necessarily assigned to you. Also, remember that Tasks appear on your My Customer list relative to their due date based on the Task Routing Window setting.

New notifications

A red dot ()means there's a new notification update you haven't seen.

Notifications list showing comments on tasks for various customers and team members.

The red dot appears every time there's a new update.

Red dot indicator

The red dot appears when there's a new activity to review.

Tasks

  • When a new Task is assigned to you, you're also notified with this banner:

Task management interface showing task details, due date, and description fields.

  • When a Task you own or are following is commented on or updated.

  • When you're mentioned on Task and accompanied by a Growl notification.

  • When a Task is closed.

Notes

The red dot disappears once you open the Notifications Center, even if you have unread notifications. However, the red dot reappears every time there's a new update.

Stop Task notifications

Unfollow a Task you don't own to stop receiving updates. You'll continue receiving notifications for Tasks you own until the Task is completed.

Unread notification updates

Unread notifications appear in bold text.

List of notifications regarding comments on various tasks by different users.

Clicking an update takes you to the Customer's Profile with the relevant update. But if you don't want to read all the updates, click Mark all as read.

Read updates appear as normal text.

Notifications list persists and is infinite

You can't delete or remove notifications. The list always shows the newest updates on top of the list, and older notifications are pushed down the list.

Priority

The newest notification always appears on top of the list and pushes the older updates down the list.

Use the timestamp next to the notification to see how long ago the notification was pushed to you.

Notifications list showing recent mentions and comments from various users.

Scroll up/down the list to see previous notifications.