Notification Preferences

The Notification Preferences page lets you control exactly how and when you receive notifications. You can toggle in-app and email delivery for each notification category, configure daily digest emails, and set temporary mute periods.

Accessing Preferences

1. Navigate to the Notification Center.
2. Click the Preferences button (gear icon) in the page header.
3. The Notification Preferences page opens with three configuration sections.

Category Preferences

The category preferences table lets you toggle notifications on or off per category and delivery channel.

Each row represents a notification category with two toggle columns:

Column	Description
In-App	Whether notifications of this category appear in the Notification Center
Email	Whether notifications of this category are also sent via email

Available Categories

Category	What it covers
Lead Lifecycle	Stage changes, status updates, lead creation, lead assignment
Follow-ups	Follow-up task reminders and due dates
Notes & Files	New notes added to leads, file uploads
Checklists	Checklist item completions and updates
Enquiries	New enquiry submissions, enquiry updates
Forms	Form submissions, form abandonment alerts
System	System-wide announcements and important alerts
Admin	Configuration changes, administrative actions

WARNING

The System category cannot be disabled. System notifications are always delivered via both in-app and email to ensure you receive important operational alerts.

How to Configure

1. Find the category row in the table.
2. Check or uncheck the In-App checkbox to enable or disable in-app notifications for that category.
3. Check or uncheck the Email checkbox to enable or disable email notifications.
4. Click Save Changes in the page header to apply your preferences.

Daily Digest

The Daily Digest section lets you receive a single summary email containing all your unread notifications from the past day, instead of receiving individual email notifications.

Settings

• Enable Daily Digest -- Toggle this checkbox to activate or deactivate the daily digest email.
• Delivery Time -- Set the time of day when the digest email should be sent (uses a time picker).

TIP

The daily digest is a great way to reduce email volume while staying informed. Instead of receiving dozens of individual notification emails, you get one consolidated summary at your preferred time.

Preview

When the digest is enabled, you can click the preview button (envelope icon) next to the toggle to see a sample of what the digest email looks like.

Temporary Mute (Do Not Disturb)

The Temporary Mute section lets you silence all notifications for a defined period -- useful during holidays, weekends, or focused work sessions.

Setting a Mute Period

1. Click the date range picker button in the Temporary Mute section.
2. Select a start date and end date for the mute period.
3. Click Apply.
4. A badge appears showing the active mute period (e.g., "Muted Apr 20 -- Apr 27").

During a Mute Period

• In-app notifications are still collected but may be suppressed from active alerts.
• Email notifications are held and not delivered until the mute period ends.
• The mute period is displayed as a badge so you always know when it is active.

Clearing a Mute Period

Click the clear button (X icon) next to the date range to immediately remove the mute period and resume normal notification delivery.

Saving Changes

After making any changes to category preferences, digest settings, or mute periods:

1. Click the Save Changes button in the page header.
2. A success notification confirms your preferences have been saved.

WARNING

Changes are not saved automatically. You must click Save Changes before navigating away, or your modifications will be lost.

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