Manage and distribute email-based notifications related to a record, with a dedicated inbox and sent history for seamless team communication
Version
0.3.0 (updated on 2024-07-29)
Developer
Labii Inc.
Type
Section
Support Configuration
No
The Notifications widget provides efficient management and distribution of email-based notifications directly from a record. It serves as an upgraded replacement for the legacy Emails widget, offering a structured inbox and sent history so team members can both send and track communications without leaving the record context. Users can notify leads, customers, or colleagues with record-linked messages, and the two-tab interface keeps incoming and outgoing correspondence clearly separated. This widget is essential for any workflow that requires auditable, record-associated communication.
Customer Outreach: Send scheduled or ad-hoc notifications to customers or leads directly from a CRM or sales record, keeping all correspondence tied to the relevant entry.
Team Updates: Notify team members of status changes, task assignments, or decisions made on a project or experiment record.
Process Communication: Trigger notifications at specific process steps (e.g., approval requests, handoff alerts) so the right people are informed at the right time.
Inbox Monitoring: Use the inbox tab to track incoming replies or acknowledgments linked to the record, providing a complete communication thread in one place.
Sent History Audit: Review the sent tab to confirm which notifications were dispatched, by whom, and when — supporting accountability and audit requirements.
The Notifications widget requires no configuration. It is ready to use immediately after being added to a record — no setup or adjustment is needed.
Because the widget has no configuration, the same inbox/sent interface is available on every record in the table automatically.
The widget presents two tabs: Inbox and Sent. Each tab displays a list of notifications with the sender or recipient identity, notification name, and date. Clicking a notification name opens its full content.
Click the + Notification button in the widget header.
Fill in the notification fields. By default, the notification is pre-associated with the current record. For a full description of available fields, refer to the Notifications user guide.
Submit the notification. It will appear in the Sent tab and be delivered to the specified recipients.
The Inbox tab lists all notifications received in relation to this record. Each entry displays:
Sender — Who sent the notification
Name — The notification title (click to view full content)
Date — When it was received
The Sent tab lists all notifications dispatched from this record. Each entry displays the recipient, notification name, and send date, providing a clear history of outbound communications.
Click the Delete icon next to any notification to permanently remove it from the system.
Notification deletion is permanent. Once deleted, the record of that communication is lost — confirm before deleting notifications that may be needed for audit or compliance purposes.
Use the Sent tab to confirm delivery before following up with recipients, avoiding duplicate messages.
Include a descriptive notification name so recipients and team members can identify the message purpose at a glance from the list view.
Add the Notifications widget to process or approval records where stakeholder communication is a required step.
Pair with the Comments widget to keep formal notifications separate from informal discussion on the same record.
Review the Sent tab periodically to verify that required communications were sent at the correct workflow stages.
Avoid deleting sent notifications when they serve as evidence of communication in regulated or audited workflows.
Avoid sending notifications without associating them to the correct record, as this breaks the audit trail linking communication to data.
Avoid using this widget as the sole communication log for FDA-regulated submissions — supplement with compliant documentation widgets.
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