How to Configure Notifications

How to Configure Notifications

Notifications keep you informed about important events in your CRM — new leads, overdue tasks, deal updates, and more — without needing to check the app constantly.

Accessing Notification Preferences

Notification preferences live on your profile page:

1. Go to Settings > Profile
2. Scroll to the Notifications section

Your preferences apply only to you — every user controls their own settings.

Available Notification Channels

HARi offers four notification channels you can toggle independently:

Channel	What it does
In-app notifications	Shows the bell icon in the top bar with unread counts
Sound	Plays a sound when an in-app notification arrives. Pick a sound and a volume level.
Desktop notifications	Browser-native pop-up (requires the browser’s notification permission)
Email digest	A daily or weekly email summary. Set to None to disable.

Each toggle persists automatically — there is no separate Save button.

Setting Up Workflow-Triggered Notifications

For event-specific alerts (“notify the deal owner when a quote is sent”, “alert the team when a high-value deal is created”), use a workflow:

1. Go to Settings > Workflows
2. Create a workflow with:
   • Entity — the record type to watch
   • Event — typically After Save
   • IF (optional) — conditions like “amount > 10000”
   • THEN — add a Send notification action targeting the user (literal user ID or {{record.owner_id}})
3. Save and activate

The workflow fires notifications into the same in-app bell + email digest you configured on your profile.

Managing Notification Volume

If you are receiving too many notifications:

• Disable Sound and Desktop — keep only the bell-icon counter visible
• Switch the email digest to weekly (or off) so you batch-process instead of reacting in real time
• Tighten workflow conditions so notifications fire only for the deals/leads that genuinely matter

Next Steps

• Create an Email Template
• Follow-Up Reminders
• What Is a Workflow?