Notifications

Why this matters

ImmCase notifies you when something concerns you: a case gets assigned to you, someone mentions you in a comment, a new lead arrives from the public form, a deadline is tomorrow, a client replied to an email. Notifications are how the system keeps you in the loop without you having to manually check every module.

A good notification configuration saves you from checking 8 places every hour. A bad one saturates you and makes you ignore the important ones.

Where you see notifications

Three channels:

• Bell in the top bar (always visible) — the icon lights up with a red counter when you have new ones.
• Email — for important events, per your configuration.
• Browser push (optional) — popup alerts even when the ImmCase tab isn't active.

Notification types

The most common:

• Assignment — a case, task, or ticket was assigned to you.
• Mention — someone mentioned you in a comment or chat.
• Status change — a case you follow changed stage.
• Upcoming deadline — IRCC date reminder.
• New email — you received an email in your ImmCase inbox.
• Client reply — the client replied to an email or filled out a form.
• Workflow notification — a workflow reached your pending task.
• System — updates, maintenance, administrator messages.

Customize which notifications you receive

1. Top bar → your avatar → Settings → Notifications.
2. For each type, pick:
3. Bell — yes / no.
4. Email — yes / no.
5. Push — yes / no.
6. Daily digest — yes / no (receive consolidated email instead of one per event).

Daily digest

If your day has many notifications, turn on Daily digest: ImmCase sends you a single email at the end of the day (or at the time you pick) with every notification from that day. Useful so you don't interrupt your workflow every time something happens.

Mark as read / archive

In the notifications panel (click the bell):

• Mark all as read — button at the top.
• Mark individually — click on it (takes you to the related record and marks it read).
• Archive — to remove a notification from the list without going to the record.

Notifications are kept for 30 days (typical) in case you need to reference them. After that, they're purged.

Team notifications

Some notifications are sent to a whole team or role, not a specific person:

• "New urgent unassigned case".
• "Client waiting for response for more than 24 hours".
• "Overdue invoice".

Anyone on the team who sees the notification can act; once acted upon (assigning themselves the case, replying to the email), the notification closes for everyone.

Watch out for

• Email notifications without filters = saturated inbox. If you turn on email for every notification type, your personal inbox gets dozens a day. Use email only for critical events (assignment, urgent deadline) and leave the rest only on the bell.
• Browser push can hit your screen at awkward moments. If you're in a client meeting and a popup appears with "New lead: Juan...", the client sees it. Consider disabling push during meetings.
• Don't ignore critical system notifications. If "Password expiration in 3 days" or "Storage at 95%" comes in, deal with it — those are from the system, not from the day's work.

Where to next

• Your profile — general account preferences.
• Calendar — calendar reminders also generate notifications.