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Notification settings: how this screen works

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Written by Hayko

Notification settings: how this screen works

On Notifications in Settings you decide which QrX alerts reach you and how: in the portal (the bell and your Notifications inbox) and by email. These settings are personal. They only apply to you; every coworker sets their own.

What you see on this screen

  • Delivery: the main switches for alerts in the portal and by email.

  • Alerts you receive: one row per kind of alert, with a switch for In-app and one for Email.

  • Save (top right): stores your choices. Nothing changes until you save.

  • Cancel or the back arrow: go back to Settings without saving.

Delivery

  • In-app: show alerts in the bell at the top of the portal and in the Notifications inbox.

  • Email: also send a copy to the email address you sign in with.

When you turn one of these off, the matching column below is greyed out: no alerts arrive through that channel at all, whatever the rows say. Open inbox takes you to your Notifications inbox.

These switches only cover your own QrX alerts. Messages to your shoppers (PIN, tracking and invoice mail) are set in Messaging and the Design Center, and your company's billing documents still go to the billing mailbox.

Alerts you receive

  • Account security: sign-in codes, password reset, invitations and access resets. These are marked Always and cannot be turned off, so you never miss them.

  • Webhooks: warnings when one of your webhook endpoints is unhealthy or deliveries fail.

  • Billing: invoices, reminders and overdue notices.

  • Shipping operations: shipment failures and carrier alerts.

  • Team & access: partner access that was granted or revoked.

  • Product updates: news about QrX features.

  • Commission: partner payout and commission alerts.

Turn the In-app and Email switch of each row on or off, then click Save. New accounts start with all in-app alerts on, and email on for Webhooks, Billing and Team & access.

CRM notifications

Below the alerts list, CRM notifications has one row per CRM event: a task is assigned to you, a comment on a task you follow, a task of yours is due, someone mentions you, a customer answers your quote, a deal is assigned to you, a new lead, a missed call and a meeting that starts soon. Each row has an Email switch (off until you turn it on) and a Phone switch (on by default, for the QrX app). Each switch saves at once (no Save needed). The bell always notifies you. Emails go to the address you sign in with, show what happened with a button that opens the record, and link back to this screen. An email you switched on is sent even when you already saw the notification in the bell.

Message Centre alerts

When you can use the Message Centre, the list ends with a Message Centre row. Click Settings on that row to open your personal alerts for conversations. This window has its own Save and Cancel buttons.

  • Message alerts: the main switch. Turning it off never hides messages, changes what is read or removes the unread badge.

  • Delivery: In-app (alerts in the portal while you are signed in), Email (an email that tells you there is something new; the message itself stays in the portal) and QrX app (push alerts on your linked phones).

  • QrX App on your phone: the phones where you read and answer your organization's messages in the QrX App, with when they were connected and last active. Notifications on means push alerts work; Not set up yet or notifications off means you need to allow QrX notifications in the phone settings. Use the disconnect icon on a row, or Disconnect all, to sign the QrX App out of your work account on that phone. Your QrX App account and payments are not affected. To connect a phone, open the QrX App, go to Profile, Connect work account, and approve the request in the portal.

  • What alerts you: switches per channel for Replies in conversations assigned to me, Replies, Mentions of you, Team mentions, Assignments and Reminders.

  • Quiet hours: turn on Pause alerts at set times and choose From, Until and your Time zone. During these hours there are no sounds, in-app alerts or emails; messages still arrive.

  • Sounds: turn on Play a sound and pick a tone for Replies, assignments and reminders and for Mentions (Classic, Chime, Ping, Pulse or Off). Play sound lets you hear it. Volume applies to this browser only. With Upload WAV you can use your own sound (a WAV file of at most 5 seconds and 1 MB). Sounds only play while the portal is open.

Tips and common questions

  • I turned a category off but still get emails: Account security emails are always sent. Billing documents for your company go to the billing mailbox, not to these settings.

  • A row's switch is grey: the main In-app or Email switch under Delivery is off.

  • "These preferences were changed elsewhere. Reload and try again.": you changed them in another window. Reload and save again.

  • "Could not save notification preferences.": nothing was saved. Try again.

  • "Start and end time must be different.": choose a different end time for quiet hours.

  • "This browser blocks sound until you allow it.": click Enable sound in the Sounds section.

  • "Your sound is ready. Save to use it.": an uploaded sound is only used after you click Save in the window.

  • Need help? Click Chat at the bottom of the Help Center.

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