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- Setting up your account & billing
How do I change which notifications I receive?
Change notifications for Messaging, Tasks, and Customers in the Alerts & Notifications Settings page
You can change notifications for Messaging, Tasks, and Customers in the Alerts & Notifications Settings page. Only Admins have access to this page.
Each section will explain what notifications are available to be turned on and off. A breakdown is also provided below:
Messaging
Users will be notified when they receive a new message and when customers have not received a reply for an extended period of time.
Tasks
Users will receive a notification when tasks are assigned to them and when a task assigned to them is about to be due.
Customers
Users will be notified when they are assigned to a new customer.