Notifications show up in the new interface as a bell with a counter at the top right, and as a short message (toast) when something new arrives. They update right away on all your open tabs and devices.
Turn on Notifications
- Go to Settings → App Manager and search for Notifications.
- Click Activate.
Every user only sees their own notifications (administrators can see all of them in the Notifications list).
The bell
- Click a notification to open the record it is about and mark it as read.
- ✓ marks it as read, ✕ closes it, 🕒 snoozes it (10 minutes, 1 hour, 3 hours, 1 day or a time you choose). A snoozed notification comes back by itself.
- Mark all as read and Show read are at the top of the list.
- Notifications with the same group key are shown as one line, e.g. "New lead and 4 more".
Severity
| Severity | Behaviour |
|---|---|
| Info | Short message that disappears by itself |
| Normal | Message that disappears by itself; stays unread in the list |
| Important | Stays on the screen until you close it. E-mail after 60 minutes if nobody has seen it |
| Critical | Like Important, e-mail after 15 minutes |
Send a notification from a workflow
Add the action Notify user (in-app) to a workflow:
- Recipients: users and groups, and/or the record's owner, and/or user fields of the record.
- Severity, Title and Text. Use
$fieldnamefor values of the record, e.g.New lead: $lastname. - Link to the record: on by default. A recipient who may not see the record gets the notification without the link.
- Group key (optional): notifications with the same key are shown as one line, e.g.
lead.assigned. - Source key (optional): a notification with the same key that is still open is not sent again, e.g.
payment_failed:$invoice_no.
Test before you save
Click Test send under the action. The notification is sent to you only, filled in with the newest record you can see, and nothing is saved. The message also tells you who would get it when the workflow really runs for that record, so you can check the recipients.
Close notifications automatically
Add the action Resolve notification with the same Source key, e.g. in a workflow that runs when the invoice is paid. The notification disappears for all recipients.
E-mail when nobody has seen it
If an Important notification has not been seen after 60 minutes (Critical: 15 minutes), the recipient gets one e-mail. The e-mail never contains the text – only that there is something to see in Simply, with a link. A notification counts as seen when it was shown in a toast or in the open list, or when it is read or closed.
Settings (administrators)
Settings → Notifications:
- E-mail when nobody has seen it: on or off.
- Keep notifications (days) per severity. Older notifications are deleted every night; 0 = keep them. Default: Info 7 days, Normal 30 days, Important and Critical kept.
Good to know
- If a workflow sends more than 10 notifications to the same person within 5 minutes, the rest are collected in one notification ("… sent 40 notifications in 5 minutes"), so a wrong workflow cannot flood anyone.