Using Notifications
Notifications keep you on top of what's happening across the system without having to go looking — a payment received, a unit block expiring, a partnership holding change, an approval waiting on you. The notification center is your inbox for all of it.
Opening the notification center
The bell icon in the top header carries an unread count badge. Click it to open the notification center, where your notifications are listed newest-first.
The timeline view
Notifications are grouped into a timeline so the most relevant items are obvious at a glance:
| Group | Contains |
|---|---|
| Today | Notifications from today. |
| Yesterday | Notifications from yesterday. |
| This Week | Earlier this week. |
| Earlier | Everything older. |
Within each group, items are ordered newest-first. Unread notifications are visually highlighted so they stand out from ones you've already seen.
Filtering by read status
Use the filter at the top of the center to switch between:
- All — everything (the default).
- Unread — only items you haven't read yet.
- Read — only items you've already cleared.
The list is paginated, so older notifications load as you scroll or page through.
Marking as read
- Mark one as read — open or click a notification to mark just that item. Opening a notification also takes you to the related record (its action link), so you go straight from "Payment Overdue" to the sales order in question.
- Mark all as read — clears the unread badge in one action.
Channels
What you see in the bell is the In-App channel — the one channel that receives every notification. Depending on the event's importance and your preferences, the same notification may also reach you through other channels:
| Channel | When it's used |
|---|---|
| In-App | Every notification — the timeline you see in the bell. |
| Important events, with full context, links and any attachments. | |
| SMS | Short, critical alerts only. |
| Interactive buyer-facing communication (sales, payments). |
Priority levels
Every notification carries a priority that signals how urgently it deserves attention:
| Priority | Meaning |
|---|---|
| CRITICAL | Act immediately — e.g. Payment Overdue, Unit Registered, Suspicious Activity. |
| HIGH | Act soon — e.g. Sales Order Approved, Document Expiring Soon. |
| MEDIUM | Worth knowing — e.g. Quotation Created, Profile Updated. |
| LOW | Informational — e.g. Successful Login, Document Uploaded. |
Higher-priority items are surfaced more prominently so genuinely urgent things don't get lost among routine updates.
What can trigger a notification
The system covers 150+ notification types across every module — authentication and security, users and access, sales, units and inventory, stock, partnerships, projects, finance, approvals, documents, reports, audit, HR, vendors, and custom field reminders. A few you'll meet often:
- Quotation Expiring Soon, Sales Order Created, Payment Received, Payment Overdue
- Unit Blocked, Unit Block Expiring, Unit Registered
- Stock Registered, Stock Allocated to Project
- Partnership Holding Changed, Approval Pending Reminder
- Document Expiring, Mandatory Document Missing
See the full list. For the complete catalogue of every notification type, its priority, and the event that triggers it, see the Notification Catalog in the Reference section.
Tips
- Clear unread regularly. Use Mark all as read after a review pass so the badge keeps meaning "something new".
- Filter to Unread when you sit down to work through your inbox.
- Follow the link. Clicking a notification is the fastest way to act on it — it drops you on the exact record involved.