Configure and review notifications
Review notification configuration and the alerts you receive.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Notification configuration is restricted to authorized users; delivery can depend on channel setup.
Step by step #
- Open the notification area or permitted Notification settings.
- Review the applicable event/channel options.
- Save only the changes you intend.
- Perform an authorized example action and check the resulting alert.
Understand the fields #
- Channel: the configured delivery mechanism.
- Event: what triggers an alert.
- Device permission: can block notification display even when the record exists.
Check the result #
Compare the business action with the notification and its intended recipient.
If something goes wrong #
Report the event, recipient and time to your administrator if delivery fails. Never include service credentials in a support screenshot.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.