Knowledge Base

Learn about features, integrations, customizations and more.

What Notification options are available in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

In Wealthbox CRM, there are various In-App, Email, and Text Notifications you can enable.

 

From your Notifications page in Settings, you can enable the following:

 

In-App Notifications:

When a co-worker uses the “Notify” feature within notes or activities (i.e. tasks and events), the select users will receive an in-app notification and or email depending on the checkboxes selected.

  • Email me when a colleague notifies me in the app

  • Notify me in-app when a colleague notifies me

 

Notifications can be expected with the following actions when "Notify" is selected:

User Actions:

  • User adds a contact
  • User deletes a contact
  • User adds a note
  • User assigns a task
  • User is invited to an event 
  • User notifies another user via an activity reply
  • User adds a task  
  • User updates a workflow step
  • User adds an event
  • User adds an opportunity
  • User adds a file
  • User adds a project

 

Email Notifications:

Email me a daily digest email at 6 am:

  • This option sends a summary of today's Tasks, Workflow Steps, Events, and Opportunities.

Email me with CRM activity updates (eg. comments, workflow steps, task/event reminders, etc.):

  • Event - reminder email 15 mins before
  • Task - reminder email 15 mins before
  • Task - Notify the "assigned to" user with a task-assigned email when a task is created by another user and/or when the assigned task is updated by another user
  • Stream item - Notify with a “like” email when the stream item you created is liked
  • Workflow - completed email
  • Workflow – notify next step email for the assigned to user.

    • You will receive an “Action required” email when a step you are assigned to becomes active unless you've already completed that step.

    • For example, if you complete step 1 and are assigned to step 2, you won’t get the notification. But if someone else completes step 1, you’ll receive the email below for step 2.

    • Users will also receive the below email and in-app notification when assigned to a new step.

Phone Notifications: 

Send an SMS alert 15 minutes before a task with a specific date/time due

Send an SMS alert to my phone 15 minutes before an event starts

 

Other System Notifications: 

Wealthbox Mail - Email reply reminder 

Email Reminder.png