Notifications
In-app, email and realtime alerts, controlled per person and per event.
Three channels
- In app — the bell in the top bar, with an unread count, plus a full notifications page.
- Email — sent to your address, with a one-click unsubscribe in every message.
- Realtime — the bell updates live, without reloading the page.
What you can be notified about
| Event | Who is notified |
|---|---|
| Contact created | Owners and admins, excluding whoever created it |
| Contact assigned | The new owner — skipped if you assigned it to yourself |
| Contact responded | Raised when a contact replies to your email |
| Mentioned in a comment | The people mentioned |
| Appointment created | The assignee, or everyone active if unassigned |
| Appointment cancelled | The assignee, or everyone active if unassigned |
| Email received | Whoever sent the last outgoing message in the thread |
Choosing what reaches you
In Settings → Notifications each event has three switches: in app, email and realtime. Email and realtime sit under the in-app switch — turn the event off entirely and the others stop with it. Preferences are per person, and take effect immediately.
Managing notifications
Clicking a notification marks it read and takes you to the record. If that record has since been deleted you are taken to the nearest sensible page rather than an error. There is a filter for unread only, and a mark-all-as-read action.
Unsubscribing
Every notification email carries an unsubscribe link that turns off all notification email for your user. It works without signing in, and does not affect your in-app notifications.
Something inaccurate or missing? Tell us — we would rather fix the docs than have you guess.