Title here
Summary here
Notifications
Concept
Notifications define the messages sent to customers for relationship events such as receipts, account updates, service reminders, and other customer communication triggers.
Fields
| Field | Meaning |
|---|---|
| Notification Type | Category of message being configured. |
| Channel | Delivery channel, such as email, SMS, portal, or in-app. |
| Template | Message content or template used for delivery. |
| Status | Whether the notification is active, pending, or retired. |
How To
- Open CRM -> Relationship -> Notifications.
- Use search or filters to find an existing notification.
- Open the notification to review its channel, template, and trigger details.
- Click New when a new notification type is required.
- Complete the required fields and save.
Screenshot: CRM Notifications list and detail view