Configure

Notifications

Review account, campaign, client, and system activity

Notifications collects events requiring awareness and provides filters for unread, warning, and error states

What this workspace includes

  • Notification list
  • Unread state
  • Warning and error filters
  • Links to related work

Complete workflow

  1. 1

    Open Notifications

    Review the newest activity

  2. 2

    Filter when needed

    Choose unread, warning, or error context

  3. 3

    Open the related item

    Continue to the affected client or workflow

  4. 4

    Mark handled items

    Keep the list current

How records and settings behave

  • Notifications follow the account’s available work
  • Read state distinguishes reviewed items
  • Links preserve related context

Working effectively

  • Handle warnings in their source workflow
  • Use filters during active launches
  • Keep notification preferences current

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Notifications?

Review the newest activity

When is my work saved?

Notifications follow the account’s available work

How do I confirm the result?

Return to the related list or detail view and review its current status. Links preserve related context

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