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Notifications overview

Engagement Manager lets you set up notification rules to have the application display notifications when specific Engagement Manager events occur.

Setup notification rules

First, you'll need to set up notification rules:
  1. In Engagement Manager, select
    Setup
    , then
    Notification rules
    .
  2. Select
    Add Rule
    .
  3. Complete the steps required on the screen, then select
    Done
     to create the notification rule.

Open notifications

Once the notification is set up, you'll start receiving it when the specific Engagement Manager event you set up occur.
Then, you can review these notifications by going to
Notifications
.
  • You can select the
    Engagement Name
     link in the notification details area to navigate directly to the workspace for the applicable engagement in Engagement Manager.
  • Optionally, you can select
    Mark as read
     for any notification that you want to keep instead of deleting it.
  • The blue circle badge that appears on the bell icon let's you know that there's a new alert since the last time you checked notifications.
  • Use the
    All
     or
    Unread
     buttons to switch between seeing all notifications, or seeing only the unread messages.
Use the filter button to filter by properties of the notification. This includes the type of engagement rule, if it is an engagement date rule, note actions, note priority, and if the note is assigned to you. You can also filter for specific clients, or a specific date range. Use the
Clear filters
 button to make sure all messages are visible.
The menu gives you the options to
Delete all
 notifications,
Mark all as read
,
Select
, or go to set up
Notification rules
 (if you have permission to edit notification rules.)
Delete all
 and
Mark all as read
 will take action on the items visible for the current filter. The
Select
 button lets you mark a checkbox for each note you want to select, then mark the selected items as read or delete them. 

This article applies to:

  • Product: Engagement Manager
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