Turn off Notifications

I know within my practice, I don't need to see the automatic date updates when each task is completed. I'd like to see a notification that the job has been marked as completed, but not that the date has been changed in the client record.

I would also find it very helpful if the notifications would appear in a pop-up when they are notifications initiated by the team (like when the team has selected my name in the notify list).

My priority notifications would be the 'other correspondence' updates in the timeline, as we use that to update each other on client's calling with info, and the progress note updates on tasks. Both of those would be very helpful if they were notifications that popped up on the screen at the time, so we could see it straight away.

Hi Miriam,

The trick is that one person's appropriate level of notifications is another person's very definition of hell (and so on). We should be able to tune them accordingly in line with the practices' policies or personal preferences. I wrote about it myself (https://accountancymanager.ideas.aha.io/ideas/BM-I-350) like many other people before or after me did - everyone has a somehow different idea what the ideal solution should be; however, the common denominator is that we should be able to adjust the volume of notifications in general.

We can already do that for email notifications. This is a good thing.

Similarly, we should be able to decrease/increase the number of notifications for certain tasks/steps/projects/client, any aspect of the system, really. Categorising notifications (e.g. in terms of subjective importance or category) and offering different settings for each might be a way to go. I often wish I could get certain notifications sent to me by email or if it could pop on my screen earlier, warning of an approaching deadline a bit earlier with some greater intensity (pop-up, full screen, whatever it does not take), than it does currently. Again, it is not everybody's cup of tea, but we should be able to tune the notifications, so they work for us, not the other way round.

As David pointed out, some members of staff need just some notifications, not all of them.

People who receive too many notifications they do not want to tend to start ignoring them - it might be a dangerous issue.

Hi Miriam We are the same as David with Payroll & Vat - For our vat, when the vat is received a notification is sent to client manager but its the staff member that is dealing with the vat that needs the notification.

Hi Miriam, I can't speak for Sarah but as far as our organisation is concerned, we would love to have a proper notifications manager in place. It would be useful to be able to manage notifications by type, by staff member, etc. If we could set up staff in BM and have a tick/untick list of the kinds of notifications that would be useful for them to receive, that would be a major improvement. For instance, a staff member is manager for a client but as we have a dedicated payroll manager, they would not need to know anything about payroll notifications, or they don't need to know that the confirmation statement is done as someone in the organisation takes care of this for all our clients. Another example is clients risk assessment annual updates. My colleague has to archive endless notifications about those annual reviews buy he is also the account manager for many clients. So those notifications are worthless to him. I hope this helps. :-)

I agree!

We would like to turn off notifications for the latest action updated for tasks we are not assigned to. Change who gets the notification for documents being uploaded. Signing requests go to the user who originally sent the request out.

@Guest

Hi Sarah

What are the list of notifications you would like? What kind of notifications would you like to turn off?