How to Configure Email Notifications
How to Configure Email Notifications
Section titled “How to Configure Email Notifications”Email notifications keep you informed about important events in your CRM — new leads, overdue tasks, deal updates, and more — without needing to check the app constantly.
Accessing Notification Settings
Section titled “Accessing Notification Settings”- Click your profile avatar in the top-right corner
- Select Notification Preferences
- Or go to Settings > Notifications if you are an admin configuring defaults
Choosing What to Be Notified About
Section titled “Choosing What to Be Notified About”HARi lets you control notifications at two levels:
Personal notifications (for yourself)
Section titled “Personal notifications (for yourself)”Toggle notifications on or off for each event type:
| Event | What it means |
|---|---|
| Record assigned to me | A lead, deal, or task was assigned to you |
| Record updated | A record you own or follow was modified |
| Task due soon | A task you own is due within 24 hours |
| Task overdue | A task has passed its due date |
| New comment or note | Someone added a note to a record you follow |
| Deal stage changed | A deal you own moved to a new stage |
| New lead created | A new lead was added to the system |
For each event, you can choose:
- Email — Receive an email notification
- In-app — See a notification in the CRM bell icon
- Both — Get both
- None — Turn it off
System notifications (admin only)
Section titled “System notifications (admin only)”Admins can configure default notification preferences for all users and set up workflow-based notifications for custom scenarios.
Setting Up Workflow Notifications
Section titled “Setting Up Workflow Notifications”For more specific scenarios, use workflows:
- Go to Settings > Workflows
- Create a new workflow with:
- When — The trigger event (e.g., “When an invoice is overdue”)
- If — Optional conditions (e.g., “If amount > HK$10,000”)
- Then — Send email notification to a specific user or role
- Click Save and Activate
This lets you create highly targeted notifications that standard settings cannot cover.
Managing Notification Volume
Section titled “Managing Notification Volume”If you are receiving too many notifications:
- Turn off low-priority events — Keep only record assignments and overdue tasks
- Use in-app only — Save email for critical events, use the bell icon for the rest
- Review weekly — Check which notifications you actually act on and disable the rest