Settings & Administration
Notification Center

Notification Center

Gordon CRM features an in-app Notification Center that alerts you to important system events and delivery updates directly inside the dashboard.

Accessing Notifications

A bell icon is visible in the top-right corner of the dashboard header on both desktop and mobile layouts:

  • Alert Badge & Accent Styling: A red number badge indicates your unread notification count. In the notification list, unread items are styled with a clean green left-accent vertical strip for clear visual contrast.
  • Icon Mapping: Custom alert types map to dedicated icons inside the notification menu (e.g., the Zap icon for custom workflow failures, a task icon for task assignments, and discussion bubbles for note replies) to allow instant identification.
  • Reading Alerts: Click the bell to open the notification list. Click an individual notification to mark it as read and expand its details.
  • Per-User Tracking: Unread states are tracked individually per user profile. Reading an alert clears it for your account, but it remains unread for other team members until they review it.
  • Action Chips: Many notifications include a direct link (e.g., View Contact ↗ or View Broadcast ↗) to help you troubleshoot and resolve issues immediately.
  • Menu Dismissal: An explicit close button ("X") is provided in the menu header to allow clean dismissal on mobile devices.

Notification Types

The Notification Center tracks five primary categories of workspace alerts:

1. Automation Depth Limit

  • When it fires: An automation rule chain is blocked because it exceeded the recursive cascade limit (3 steps).
  • What it means: You likely have a circular tag loop (e.g., Tag A adds Tag B, which adds Tag A). The alert lists the specific trigger and blocked rules.
  • Remediation: Click the action link to inspect your rules and resolve circular dependencies.

2. Broadcast Sent

  • When it fires: A scheduled or manual broadcast completes sending.
  • What it means: Confirms your email was sent and lists the total recipient count alongside skipped suppressions.

3. Broadcast Failed

  • When it fires: An error blocks the system from sending a broadcast.
  • What it means: Commonly caused by unverified or missing sender identities. Use the action link to check your DNS settings.

4. Email Bounce

  • When it fires: A contact's mail server rejects an email.
  • What it means: The email address is unreachable. The contact is automatically suppressed. Review the contact page via the action link to verify their details.

5. Email Complaint

  • When it fires: A contact marks your campaign or broadcast email as spam.
  • What it means: The contact profile is permanently suppressed. Complaint suppressions cannot be removed to protect your sending reputation.

6. User Mentions (@mentions)

  • When it fires: Another team member mentions you using @name in any Contact, Task, or Appointment note (see User Mentions for editor details).
  • What it means: Renders with an @ icon (AtSign) and highlights the specific note or conversation. Unlike workspace-wide alerts, user-targeted mention notifications are private and visible only to the mentioned user.
  • Remediation: Use the action link to navigate directly to the contact, task, or appointment details.

User Notification Preferences

Each user can configure their notification preferences under their profile page (Profile → Notifications or /profile/notifications).

Notification Preferences Matrix

The preference center features a 5x2 matrix where you can independently toggle delivery channels (In-App and Email) across 5 categories:

  • Mentions & Replies: Alerts for direct user @mentions and threaded note replies. (Represented by the @ icon).
  • Task Assignments: Alerts when tasks are assigned to you by teammates.
  • Workflow Alerts: Critical system warnings, such as automation circular loop protection limits.
  • Broadcast Results: Performance metrics and diagnostics for completed/failed email broadcasts.
  • Spam & Bounces: Delivery alerts for customer bounces and spam complaints.

The toggles update instantly on the screen and save your changes in the background, showing loading indicators during synchronization.

  • Smooth Loading: Navigating directly to your notification settings page presents a clean loading state instantly to prevent layout jumps.

Task Assignment Dispatching

Task assignment alerts are sent to the assignee in real-time when created or re-assigned by teammates. The dispatcher automatically filters out self-assignments, preventing you from receiving alerts for tasks you assign to yourself.

Email Styling & Fallback Layouts

Notification emails are delivered with responsive HTML styling. The template includes:

  • Structured Context Tables: Renders key metadata (such as contact name, due dates, campaign triggers, or failure categories) in a bordered detail grid.
  • Timezone-Aware Timestamps: Outbound notification emails format all dates and times dynamically using the local timezone configured in your profile settings. If no timezone is set or if the setting is invalid, the formatting dynamically falls back to Coordinated Universal Time (UTC).
  • Footer Links: Outbound links in the footer navigate directly to /profile/notifications to allow quick preference adjustment.

New Member Access Restrictions

To prevent new workspace members from being overwhelmed by history, the notification engine dynamically queries their membership join date and filters out any historical workspace-wide alerts created prior to their registration date.

Alert Retention

To prevent panel clutter, the CRM retains the 50 most recent notifications per workspace. The system automatically deletes the oldest alerts as new notifications arrive.

[!NOTE] This 50-notification retention limit only applies to workspace-wide alerts. Private user-targeted mention notifications are excluded from removal to prevent system alerts from erasing your active mentions.

Related

Developers / APIGlobal Search