Notifications

  • User notifications in a nutshell 🥜

    Email and Mobile Notifications: To avoid sending a lot of email notifications that will annoy users, we have two principles: 1. Notification are sent for "unread" activity. If the use has the workspace open, the status of messages are marked as read in the back end and no notifications are sent....

  • Notification Settings - Email, In-product and Mobile

    Notification Types: Client Hub offers three types of notifications: email, in-product (bell & bubble icons), and mobile push notification (for users who have installed our mobile app) How does Client Hub Notify me of new activity? In-Product For new Conversation activities, Client Hub noti...

  • Understanding Client Hub Notifications as an Accountant User

    Here is summary of how notifications work for accountant users in the platform - A. Client Conversation Activity: We notify you whenever there is a new message (or file) added to a Conversation Blue Unread indicator next to the workspace name Mobile Notification (if app is installed and notific...

  • Understanding Client Hub Notifications as an Client User

    Here is a summary of how notifications work for client users in the platform - A. Client Conversation Activity: We notify you whenever there is a new message (or file) added to a Conversation Blue Unread indicator next to the workspace name Mobile Notification (if app is installed and notificat...

  • Notifications on Client Activity

    As an accountant user in a workspace, you want to know when there is client activity: For a new message to their Conversation section of the Client Workspace. If you are not already in the workspace, then Client Hub lets you know about new Conversation messages in all these ways - With the "blu...

  • Why is my logo not displayed in the notification email from Client Hub?

    If you added your Firm logo in the Manage Practice page it will be displayed on all outgoing emails to your team in your clients. If the logo is not displayed it is likely an issue related to your email client or browser. Follow the instructions below for more help. Turn images on or off in Gmai...