Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to work with noteworthy event notifications

Creatio reminds you about upcoming noteworthy events with your colleagues and customers through the btn_com_notification_center_noteworthy_events00008.png tab of the notification center. The tab count displays the total number of unread notifications about noteworthy events.

Data that is displayed in noteworthy events

The btn_com_notification_center_noteworthy_events00009.png tab notifies you about birthdays or foundation days of accounts for the current day or the next two days. and the next two business days.

Note

Use the "Noteworthy events notification period, days" system setting to change the period of time for noteworthy events notification. The period is two days by default.

A history of read notifications for noteworthy events is stored on this tab for a month.

You will receive notifications for the following contacts and accounts:

  • Contacts and accounts for which you are an owner.

  • Contacts of type "Employee" or those for whom "Our company" is specified as an account.

  • The main contacts of the accounts for which you are an owner.

  • Contacts and accounts specified for the orders of which you are an owner. Orders with "Draft", "Confirmation" and "In progress" status are considered.

  • The contacts and accounts specified in opportunities for which you are an owner (by the [Customer] field and the [Contacts] detail of the opportunity). The opportunities that are not at the final stage are considered and those which were completed successfully during the previous half-year.

Note

Use the "Noteworthy event notification period for opportunity participants, months" system setting to change the period of time of successfully closed opportunities to notify about the noteworthy events. The period is six months by default.

  • The contacts and accounts specified in activities for which you are an owner (by the [Account] field and the [Participants] detail of the activity). Only activities that do not have a final status are considered.

The noteworthy event notification list is updated every 24 hours. You will receive a notification about the upcoming event at once if you were assigned as the owner for a contact, account or opportunity.

How to process a notification for the noteworthy event

To view additional information about a contact or an account, click a hyperlink in the notification. A contact or account page will opened. If you need to perform any action connected to the upcoming event, create an activity for it. To do this, select the [New task] option in the actions menu.

See also

How to work with reminders

How to work with feed notifications

How to work with approval notifications

How to work with system messages

How to process notifications in a pop-up window

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