Notifications and Daily Reminders
What the CRM tells you about, where it reaches you, and how to change it.
What this is
Allsorts CRM can reach you three ways: in the app (the bell in the sidebar), as a push notification on your phone or desktop, and by email. The first two always happen. Email is per-person and per-type, set under Settings → My Profile.
On top of the notifications that fire from things you do, two reminders run automatically once a day.
Why email matters here
An in-app notification only works if you open the app, and a push notification only works if you've allowed them on that device. For anything you'd be annoyed to find out about late — a task due today, a teammate tagging you, a deal won — email is the one channel that reaches you wherever you already are.
The daily reminders
Tasks due. Each morning, anyone with tasks due today or already overdue gets one summary — "You have 3 due today and 1 overdue" — not one message per task. Ten separate emails on a busy Monday teaches people to filter the sender, which defeats the point.
Deals going quiet. The owner of any open deal with nothing logged against it for a set number of days gets a nudge. Logging a call, note or meeting resets the clock — this measures real contact, not whether someone happened to edit the record.
Set the threshold under Settings → Automation ("Nudge me about deals going quiet"). It defaults to 14 days; set it to 0 to switch it off entirely.
Both are capped at one per person per day, so a re-run of the daily job never double-sends.
Which notifications can be emailed
| Notification | Emailed by default |
|---|---|
| Someone @mentions you | Yes |
| A task is assigned to you | Yes |
| Daily task-due summary | Yes |
| A deal you own goes quiet | Yes (same setting as task reminders) |
| A deal is won | Yes |
| Support ticket replies, automation alerts | In-app and push only |
| Billing and account notices | Sent to the account owner as their own emails |
How to change what you get
- Go to Settings → My Profile.
- Under Email notifications, tick or untick each type. It saves as you click.
- Push notifications have their own toggle just below, per device.
Turning off an email doesn't hide the notification — it still appears in the app and as a push. You're only choosing whether a copy lands in your inbox.
When the reminders run
Once a day, driven by a scheduled job on the server. It's the same job that handles trial and billing reminders, so if one is arriving the other is too.