How to manage your notification preferences?

Find our practical guide to customize your alerts by managing your notification preferences.

Step 1: Accessing the Notifications Section 

Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left-hand menu, access your account settings by clicking on "Settings". Under the "Other settings" submenu, click on "My profile".

Step 2: Navigating to the "Notifications" Tab 

By clicking on the "Notifications" tab, you will access a list that categorizes different types of notifications such as push notifications, emails, and text messages.

Step 3: Modifying Notification Preferences 

Select your preferences by checking or unchecking the boxes according to your needs. You can choose to receive notifications for certain actions or specific events and opt out of others:

1. Conversation Notifications:

   1. Notify for all new conversations and messages initiated with the account: By checking this box, you will be instantly informed of all new conversations and messages initiated from your account, enabling you to respond promptly and engage actively with prospects.

1. 1. Notify when a conversation is assigned to me: By checking this box, you will be alerted when a conversation is assigned to you, ensuring timely follow-up on individual requests and improving the customer experience.

1. 1. Notify for new messages in a conversation assigned to me: By checking this box, you will be alerted when a new message is received in a conversation where you are involved, keeping you well-informed and responsive in conversations requiring your attention, thereby facilitating communication management within your team.
2. Task Notifications:

1. 1. Notify when a task is assigned to me: Enable this notification to be informed when a new task is assigned to you, facilitating effective project management and clear assignment of responsibilities within your team.

1. 1. Receive a reminder 15 minutes before an upcoming task: Set up this reminder to ensure you do not miss any important deadlines. Receive reminders to ensure each step is completed on time.
      
      1. Ensure the option to receive reminders before tasks is enabled.

1. 1. 1. Set the reminder time to 15 minutes or a duration that suits you best.

Be sure to click the "Save" button after adjusting your preferences for the changes to take effect.

Step 4: Verifying Changes 

1. Verify your changes: After saving your preferences, check that the modifications have been applied correctly.

2. Return to settings if necessary: If you need to modify your preferences in the future, simply return to the settings section and repeat the steps above.