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Platform & Apps

Notifications

Follow a record, contact, company or task to hear when it changes, and the task updates, mentions and Teams (beta) messages Emerge.ai notifies you about.

What you'll do

Follow the things you care about, so Emerge.ai tells you when they change. Some notifications come to you without following anything: updates to your tasks, and mentions.

Step-by-step

  1. Open the record, contact, company or task you want to keep an eye on.
  2. Select Follow at the top. The button then reads Following.
  3. When it is updated or deleted, you get a notification. Select the notification to open it.

To stop, select Following again to unfollow.

A record can only have so many followers. If it already has the most it allows, Emerge.ai says "This record already has the maximum number of followers."

What you hear about without following

  • Task updates. You hear when a task is assigned to you, completed, reopened, put on hold, marked high priority, has its due date changed, or is deleted.
  • Mentions. Mentioning someone in a group or project chat sends them a notification.
  • Teams (beta). With Teams on, you hear when someone messages you, mentions you, replies, or reacts. A muted Teams chat still notifies you about mentions.

Reading your notifications

The Notifications list can show the current Cloud only, or all your Clouds. Mark all as read clears the unread ones in one go.

In the desktop app, Teams messages also show as system notifications, with an unread count on the dock or taskbar icon.

Definitions

  • Follow — asking to be notified whenever a record, contact, company or task is updated or deleted.
  • Notification — a message from Emerge.ai about something that changed. Selecting it opens what changed.

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