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Notifications

Stay in the Loop

The notification system keeps you informed about everything happening in your organization. You'll see a bell icon in the top navigation with a count of unread notifications.

What You'll Be Notified About

  • Donation Alerts: When a new donation comes in (click to jump to the donor's profile)
  • Expense Approvals: When someone submits an expense for your review
  • Task Assignments: When a to-do is assigned to you
  • Task Due/Overdue: Reminders about upcoming and past-due tasks
  • Waiver Signatures: When someone signs a waiver you sent
  • File Uploads: When files are added to your Drop Box
  • System Updates: Important platform announcements

Managing Notifications

  • Click to Navigate: Click any notification to go directly to the relevant page
  • Mark as Read: Mark individual notifications or all at once
  • Select & Delete: Choose specific notifications to remove
  • Real-Time: Notifications appear instantly—no need to refresh
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