Last Revised: 26 Nov 2019 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
Jump to the following sections to learn more about Notifications:
What are Notifications?
Notifications enable easy collaboration within the Veloxity CRM system. Notifications allow you to subscribe to alerts for data record updates, and function as an internal chat system.
How can I use Notifications?
Notifications keep you up to date on important data records. Simply subscribe to the data records you monitor closely, and you'll be notified every time an update is made to those records.
Notifications also function as an internal messaging system for your company. Improve internal communication by using Notifications to send and receive brief messages with your team.
Where can I find Notifications?
Notifications are found on the Main Menu to the right of the screen.
You are looking at a screenshot of Notifications on the Main Menu.
Figure 1. Notifications on the Main Menu.
By clicking the Notifications icon, you have access to the following:
- Receive notifications from subscribed records.
- Send / receive messages through an internal chat system.
- Turn off / on Notifications.
How can I use Notifications?
When you have a new notification, the bell icon will "ring" by alternating between two states: a colored bell and a white bell.
View Data Record Updates
Changes to subscribed Data Records can be viewed quickly and chronologically through Notifications. Subscribe to any record in the system by navigating to the record and clicking Subscribe to Updates shown under the Overflow Menu represented by the three dots icon.
How to Subscribe / Unsubscribe to Data Record Updates
Open the Overflow Menu (the three dots) in the upper right corner to Subscribe / Unsubscribe to Data Record Updates.
You are looking at a screenshot of the Overflow Menu on an Account Record View.
Figure 2. Overflow Menu on an Account Record View.
You are looking at a screenshot of Notification Tools.
Figure 3. Notification Tools.
The numbers below correspond with the numbers in Figure 3, Notification Tools (see above).
(1) Quick Filter
Use the Quick Filter button to filter the notification results and quickly find relevant information.
Filter for the following types of data:
|(2) Clear Filter||Clears current Filter results.|
|(3) Chat||Internal chat allowing you to send and receive messages with other Veloxity CRM users in your company. Select to send an internal message to everyone, specific user groups, or individual users.|
a. Data Record Updates
b. Message Notifications
Mute allows you to immediately turn off Notifications.
You have the option to turn off one or both of the following Notifications:
a. Mute Data Record Updates: No longer receive notifications for the data records to which you are subscribed.
b. Mute Message Notification: No longer receive receive notification of internal chats.
Once you unmute Notifications, you will immediately begin receiving subscription and message notifications.