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.

Notification center

Click the btn_com_esn_feedback_tab00001.png button in the communication panel to open the notification center in Creatio. In this section you will find notifications about activities or invoices, comments to your records or mentions in a corporate social network, system notifications. The number on the btn_com_esn_feedback_tab00002.png button displays a total number of new messages in the notification center. Information messages are displayed on separate tabs:

  • btn_com_notification_center_reminders.png – reminders created for you by activities or invoices. Read more >>> 

  • btn_com_notification_center_feed.png – notifications about events connected to your posts in enterprise social network. For example, if you were mentioned in a post, received comments on your record in the feed or somebody liked it. Read more >>> 

  • btn_com_notification_center_approvals.png – the list of notifications that must be approved. Read more >>> 

  • btn_com_notification_center_noteworthy_events.png – notifications about the noteworthy events of contacts and accounts. Read more >>> 

  • btn_com_notification_center_system_notifications.png – system messages about completed actions in the system. For example, information about import results. Read more >>> 

Reminders and approval notifications are active until they are processed. Feed notifications, messages about noteworthy events and system notifications are considered to be read by switching to the corresponding tab. The history of notifications is stored on the tab for a month after they are created. The read notifications are not added to the tab count nor to the common notification center count.

Note

The period of time that read notifications are stored in the system can be modified in the "Notification storage period (days)" system setting. The period is 30 days by default.

Contents

How to process notifications in a pop-up window

How to work with reminders

How to work with feed notifications

How to work with approval notifications

How to work with noteworthy event notifications

How to work with system messages

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