Notification Preferences & Management

Notifications in Quickenerp

Types of Notifications

• Direct Messages – Someone sends you a private message in Discuss.
• @Mentions – Someone mentions @yourname in any channel or chatter.
• Activity Reminders – An activity assigned to you is due soon or overdue.
• Record Assignments – A record (lead, task, order) is assigned to you.
• Approval Requests – Someone requests your approval (expense report, leave request).
• System Alerts – Database backup notifications, update available, server status.

Configuring Notification Preferences

Each user controls their notification delivery:

1. Click your avatar (top-right) – My Profile.
2. Go to the Preferences tab.
3. In the Notifications section:
• Handle by Email – Receive every notification by email.
• Handle in Quickenerp – See notifications only in the app (bell icon).
• Handle by Email and in Quickenerp – Both.
4. Enable Daily Digest to receive a daily email summary of all notifications.
5. Save.

The Notifications Bell

The bell icon (top-right corner) shows all your unread notifications:

• A red dot with a number indicates unread count.
• Click the bell to expand the list. Each entry shows the message, sender, and timestamp.
• Click any entry to navigate to the relevant record or conversation.
• Click Mark All as Read to clear all notifications.
• Older notifications are automatically moved to the history section.

Desktop Notifications

For real-time alerts:

1. Your browser will prompt you to allow notifications from Quickenerp. Click Allow.
2. When a new notification arrives while you're in another tab or application, a desktop toast notification appears.
3. Click the desktop notification to jump to Quickenerp and the relevant record.

Notification Best Practices

• Use @mentions sparingly – every mention interrupts the recipient.
• If you are going on leave, enable "On Vacation" mode in your preferences to auto-reply to messages.
• Disable email notifications for low-priority channels (mute the channel) to reduce inbox clutter.