Insights
Notifications
What ClientSphere notifies you about, where to find them, and how to clear them.
The bell in the header shows how many notifications you have not read. Clicking it, or opening Notifications directly, shows the Notification Center.
What you are told about
| Type | When |
|---|---|
| Ticket Assigned | A ticket is assigned to you |
| Task Overdue | A task you own passes its due date |
| Comment Added | Someone comments on a task or ticket you are on |
| Status Changed | A record you follow changes status |
| Account Updated | An account you own is changed |
| User Mentioned | Someone types @ and your name in a note or comment |
| Due Date Reminder | A task's due date is approaching |
| Escalation | A ticket is escalated, or a chat visitor asks for a human |
Each carries a priority of Urgent, High, Normal, or Low.
Read and clear
Tabs split the list into All, Unread, and Read. Filter by type or priority, or search. Each row links to the record it is about; the tick marks that one read, and Mark all as read clears the count.
Notifications are per person. Marking yours read does not affect a colleague's.
When it goes wrong
- You are not told about something you expected. Notifications follow ownership and mentions. If a ticket is not assigned to you and nobody mentioned you, there is nothing to send.
- The count will not go down. Some notifications are on the Unread tab filtered out by a type or priority filter. Clear the filters and use Mark all as read.