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Managing customer notifications

How can I manage my customer's notifications?

You can go to manage customer notifications from two different parts of the system; Either from the Overview or from the menu item Customers. Continue reading as we will explain the two different ways of accessing the notifications, as well as the meaning of each column.

 

In this article, you will learn how to manage your customer notifications:

 

This is how you manage notifications from the Overview

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In the menu, go to Overview

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In the box Active notifications, click on On customers

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You will now be redirected to Notifications on customers

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Click on Handle notification

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Finally, add a comment or leave the box empty before clicking on Handle to remove the notification from the list of active notifications

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This is how you manage notifications from Customers

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In the menu, go to Customers > Notifications

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Here, you will be able to see a list of your active or managed notifications. Depending on your sorting, some notifications may not be displayed. Learn more about sorting the list in the following article: Filtering customer notifications.

The meaning of each column is explained in the section: This is what each column means

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Click on Handle notification

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Finally, add a comment or leave the box empty before clicking on Handle to remove the notification from the list of active notifications
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This is what each column means

 
Date

The day the notification was triggered

Customers

The customer the notification was triggered for

Type
The notification type of this notification.
You can learn more about the different notification types in the following article: Introduction to notification types
Text

If you added a comment when creating the notification, it will be displayed here. You can learn more about creating notifications in the following article: Setting up customer notifications

Functions

Here, you will be able to click on Handle notification to indicate that a notification has been seen and handled

 

 

 

 

Continue to the article Filtering customer notifications 

Here, you can learn more about how to sort the view of your notifications.