Overview of Activity Notifications

Activities generate notifications when you perform various tasks or make certain updates. Notifications are sent by email or on a global notification list (also called a bell notification list). Let's take a look at how the notification process works.

When Notifications Are Sent

Email and bell notifications are triggered when a change is saved. Notifications can be sent when an appointment or task is created, updated, or deleted. You can also send notifications as a reminder for appointments. You can choose whether to receive email, a notification in the notifications list, or both.

Note: For updates, notifications are triggered on any update except settings and values specific to an individual user. For example, notifications are triggered by:

• Show Time As

• Reminder

• Response

Notification messages are displayed only on the bell notification list. The messages aren't displayed in the Worklist for notifications and approvals.

Set Your Notification Preferences

To set your notification preferences, go to Settings and Actions under your user name in the global header and select Set Preferences. See Use Notifications to Drill Down to Records for more information.