In-app notifications provide real-time updates, alerts, or information without requiring you to leave the CLM application. 

Prerequisite

  • The administrator has configured required notifications. For more information, see Creating In-App Notifications.
  • You have InAppNotification object permission with View All and Update Actions selected.

To view in-app notification

  1. Log in to the CLM application.
  2. Click the bell icon () in the page header. The number above the bell icon indicates the number of unread notifications. Notifications for the records that you have access to, are displayed.
  3. Toggle the Only show unread button to filter notifications to see only unread, read, or both.
  4. Click the notification title link to navigate to the related detail page to review the record or object associated with the notification. 

Clicking a notification marks it as read. Click the Mark as read option to manually change the notification status to unread if further action or review is needed. This helps in keeping track of ongoing tasks or follow-ups.