Account & Settings

PLynch
Member

Open email notifications displayed on the notification icon on the top right

Hello,

 

I am only seeing "open email" activity under the contacts activity, I once had it setup to appear under the notifications on the top right of the CRM as well as the contacts activity timeline.  Does anyone know how I can implement that? I hope this makes sense, thanks!

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7 Replies 7
PLynch
Member

Open email notifications displayed on the notification icon on the top right

Thanks! It does help, but unfortunately still not seeing email activity in the notifications. I am seeing tasks now, but no email notifications, opens, clicks, etc. I have everything checked on the notifications to show me everything but it's still not showing, makes me very hesitant to think of thinking about upgrading when I scale.

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TiphaineCuisset
Community Manager
Community Manager

Open email notifications displayed on the notification icon on the top right

Hi @PLynch 

 

Thank you for your reply. 

So with this specific type of notifications, you won't see sales email opens etc. For that, you can either use the Activity Feed or receive real-time notifications (explained in the article as well) via Chrome or the Windows tray app depending on which extension/add-in you're using. 

 

Thank you!

Best

Tiphaine


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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Open email notifications displayed on the notification icon on the top right

Hi @PLynch ,

You can set up your notifications for all tasks and activities from the main setting.

Click on the Setting in gthe mainn navugation bar > Notifications in the left side bar menu.
Click the particular tab, scroll down and set your nitifications.
We have created this small video for you:

https://www.loom.com/share/ecc300ef73bb46209fd5f6effc083efb

Hope this helps!

If we were able to answer your query, kindly help community by marking it as a solution.

Best,
webdew.


TiphaineCuisset
Community Manager
Community Manager

Open email notifications displayed on the notification icon on the top right

Hi @PLynch 

 

Thank you for reaching out. 

 

Could you send us screenshots of what exactly you're talking about and where exactly in your portal? The more information, screenshots, and details you can provide the better we can assist!

 

Thank you

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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PLynch
Member

Open email notifications displayed on the notification icon on the top right

Hello! Thanks for your response, so I am looking for open notifications to pop up here.... I hope this helps!Screen Shot 2021-04-01 at 7.58.16 PM.png

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PLynch
Member

Open email notifications displayed on the notification icon on the top right

Verses having to go intyo the contacts contact activity

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PLynch
Member

Open email notifications displayed on the notification icon on the top right

Also my tasks to appear there as well?

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