Choose notification settings

Choose the notification task you need: forward SSA passcodes, review event types, follow one client, or configure profile follow rules.

Forward SSA passcodes

Set a mobile number and turn on Via text or Via email under profile notifications in Forward passcodes to a team number.

Review notification types

See what each category and nested action means in Review notification types.

Follow one client

Open a client detail page, click Follow, and select the event types for that client in Follow a case.

Configure automatic follows

Create ordered rules that follow matching clients and set their notification types in Set up follow rules.

Common issues