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Notifications (Bell, Push, Email)

Per-user notification preferences. Three channels, three very different purposes: 🔔 Bell — the header icon inside CRMown. Lands instantly while you have CRMown open. A red badge counts unread items; click the bell to read the list. 📲 Push — system-level alert that pops on your screen even when CRMown is closed. On desktop it's the small toast in the corner of your OS (macOS Notification Center, Windows Action Center); on mobile it's the normal phone banner + lock-screen notification. Requires a one-time permission grant from your browser/device. 📬 Email — a daily digest summarizing what you missed, delivered to your login email. Each CRMown user has their own settings; they don't inherit from the org. Defaults are "everything on for bell + push, email off" so every new user gets the normal experience out of the box, but each user can dial it back to just what matters to them.

Open in CRMown →

Steps

  1. Go to Settings > Account and expand the 🔔 Notifications section.
  2. Use "Pause all notifications" at the top as a quick off-switch — every channel silenced without losing your per-category settings.
  3. Below that, the category × channel grid lets you turn each alert type on/off per channel: Bell (in-app header dropdown, fires only when CRMown is open), Push (OS-level alert that fires even when CRMown is closed), Email (daily digest).
  4. Changes save instantly — no save button. A small "Saved" indicator confirms each toggle.

Good to know

  • Categories: 💬 New messages · 💰 Deal & pipeline updates · 📋 Task due · 📅 Calendar reminders · 🤖 AI action approvals · 🛟 SOS tickets · ⏱ SLA warnings / breaches / escalations · ⚙️ System alerts · 📊 Batch job complete.
  • When to use Push vs Bell: leave Bell on for everything (it's free, in-app only, never follows you around). Use Push for the handful of categories that actually warrant interrupting you when you're NOT in CRMown — typically new messages, AI approvals if you're OWNER/ADMIN, SLA warnings, and calendar reminders. Leave Push off for things you'll catch when you next open the tab (deal updates, batch completion, system alerts).
  • How Push reaches you: the FIRST time you land in CRMown after enabling it, your browser asks "CRMown wants to send notifications — Allow / Block". Once allowed, the browser keeps a push subscription (even after you close the tab) and delivers alerts via the OS even if CRMown isn't running. Chrome / Edge / Safari / Firefox all support this. On mobile, the CRMown mobile app registers its own device token on login — no browser involved.
  • What Push looks like: a small rectangular toast in your OS notification area with the alert title, a one-line preview, and the CRMown icon. Clicking it opens the relevant CRMown page directly (e.g. the pending AI action or the message thread).
  • Role-gated categories (AI action approvals, SOS tickets) only fire for users who can act on them. Turning them off silences your own bell; the notifications still fan out to other approvers.
  • The old master "Receive notifications" org-wide switch still wins — if an admin disabled it for your account, the per-category toggles have no effect. Ask them to re-enable.
  • Bell badge in the header polls every 30s and also listens for real-time socket pushes, so your preferences take effect immediately without a page refresh.
  • Email digest is currently a toggle-only — the daily-digest job isn't wired up yet. Enabling it saves the preference for when that lands.
Example: A sales rep mutes everything except New messages + AI action approvals. Her bell now only pings when a prospect replies or the AI drafted a follow-up waiting on her sign-off. Her manager (ADMIN) keeps everything on + adds Pipeline updates + Task due to get cross-team visibility. Same org, two very different notification volumes — each person owns their own.

Troubleshooting

I don't see the notifications panel
It lives under Settings > Account > 🔔 Notifications (collapsible). If your Account tab is empty or broken, check the console for API errors — most likely /notifications/prefs returned 401.
Fix: Scroll to the Account tab (first tab) and expand the Notifications section below Organization Members. If still empty, log out and back in to refresh your session token.
I toggled a category off but the bell still badges me for it
The notification was queued BEFORE you changed the preference. Preference changes apply to future notifications only — not ones already in your inbox.
Fix: Click "Mark all read" on the bell dropdown to clear the existing badge; new notifications will honor your updated preferences.
"Paused" badge shows but I'm still getting notifications
Someone with admin access changed the master receiveNotifications flag, and your per-user pause is being overridden by a downstream system notification, OR you're seeing socket events (not notifications) from an open tab.
Fix: Verify Settings > Account > Your Account > receive notifications is on, then re-toggle Pause. If problems persist, file a bug report — the paused state should silence every category.
Push notifications aren't arriving even though the toggle is on
The browser or device hasn't registered a push subscription with CRMown. Most common: the permission prompt was dismissed or blocked the first time, so the browser never subscribed. Push delivery requires (1) the toggle ON in CRMown, (2) the browser/OS permission granted at the system level, AND (3) a subscription token registered on the server — all three.
Fix: Browser (Chrome/Edge): open chrome://settings/content/notifications, find "app.crmown.io" or "staging.crmown.io" in the list, set to Allow. Then refresh CRMown — the app re-requests the subscription and you should see a confirmation toast. Safari: Safari menu > Settings > Websites > Notifications > find CRMown, set to Allow. Firefox: Preferences > Privacy & Security > Permissions > Notifications > manage Exceptions. Mobile: the CRMown mobile app asks for push permission on first login — if denied, go to your phone Settings > Apps > CRMown > Notifications and enable them, then log out and back in. If nothing works, try an incognito window — if push works there, a browser extension is interfering.
Push arrived but clicking it does nothing
The browser killed the link handler (usually because your CRMown tab had been closed for too long and the notification payload points at a route that needs auth).
Fix: Clicking a push notification opens CRMown at the relevant page; if you're signed out, it bounces you through login first. Log in and the intended page loads. If the click opens nothing at all, that's a browser bug — most reliable workaround is to open CRMown manually and check the bell dropdown.

Plans

All plans include per-user notification preferences.

Related

  • AI Actions — approval notifications fan out to OWNER/ADMIN bells
  • Bug Reports — reply notifications go to the ticket submitter's bell
  • Settings > Your Account — master receive-notifications toggle (legacy)

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