The header bell opens For you over the current page. Choose Updates, Mentions or Reminders without leaving the record you are viewing.
1. Read Updates
Open an update to view its record. Use the individual tick to mark it read without opening it, or Mark all as read for the unread list.
Updates can include Quote responses, payments, certificate reminders and assignments. Reading one does not complete or approve the underlying work. Leads do not currently raise notifications.
2. Review Mentions
Open Mentions to find comments that mention you. Choose Unread for new mentions and select a row to open the linked discussion. Mark All Read updates their read state.
3. Set a personal reminder
Open Reminders, enter what you need to do and choose when. Tick a reminder when it is done or use its snooze action when needed. Completed items remain under Done This Week.
A reminder is separate from the Project’s Tasks checklist and from automatic Quote or Invoice chasing.
If an update will not open
Check the Business and current access. A notification link does not grant access to a record you are no longer allowed to read.