Notifications are alerts automatically generated for each user. Notifications appear when certain actions related to the user are performed, for example when the user has been added to an activity or when new information has been posted on a case related to the user. Notifications are visible in the upper right-hand side corner. New notifications are indicated by a red number visible in the notification bubble. The notification counter is updated every 10 minutes.

See also

There is one notification per user, not per role. For example, if the user is related to the case with many different roles he/she will get only one notification.


Click on the notification symbol and a list of user’s notifications will be shown, both old and new ones. Unread notifications are marked in white and the read ones are marked in grey.


Click on a selected row and the related object will be opened. The notification will be marked as read and the colour will turn into grey. By clicking on the check button in top of the list it is possible to select several rows and ‘mark them as read’, it is also possible to select ‘all rows’ and mark all of them as read.


Generation of notification

Notifications are generated by the set of specific system rules. The rules can be adjusted, changed and added according to customers’ requirements. The following standard scenarios will generate notifications for the logged in user:

  1. The user is assigned (related) to any activity (if done by another user)
  2. The user is assigned (related) to a deal or a project (if done by another user)
  3. The user is assigned (related) as Responsible person to a case (if done by another user or by the system, for example when the case is created from an incoming e-mail)
  4. The user is assigned (related) to a company or a company group (if done by another user)
  5. The user is assigned (related) to a private person (if done by another user)
  6. The user is assigned (related) to a document (if done by another user)
  7. The user is assigned (related) to a Marketing plan/project/activity (if done by another user)
  8. When a new note is posted on a case to which the user is related to
  9. The user is assigned (related) to a work order (if done by another user)
  10. The user is assigned (related) to a service appointment (if done by another user)

See also

Under Admin - Settings - Case management - Internal notes - the superuser can decide if the notification about the internal note should be sent to the members of the group