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DocsNotifications Inbox
A dedicated full-page workspace for triaging, archiving, snoozing, filtering, and searching every notification you have received.
Opening the Inbox
The inbox is the full-page view of every notification — beyond what fits in the bell dropdown.
Open /notifications from the Notifications entry in the left sidebar, from the View all notifications link at the bottom of the bell dropdown, or by pressingG then I from anywhere in the app. The inbox shows every notification you have received, grouped by day, with infinite scroll to load older history as you reach the bottom.
Mode Tabs
Switch between four views of your notifications.
- All — Every notification except archived ones. Default view.
- Unread — Only notifications you haven't opened.
- Snoozed — Notifications you have temporarily hidden. They return automatically when the snooze period ends.
- Archived — Notifications you moved out of your main inbox. Still searchable but out of the way.
Filters and Search
All filters sync to the URL so you can bookmark or share a view.
| Field | Description |
|---|---|
| Search | Free-text search over the notification title and message. Results update as you type. Press / from anywhere on the page to focus the search input. |
| Type | Multi-select by notification type — @Mention, Task Assigned, Deal Stage Changed, Approval Request, Ticket Reply, Goal Achieved, Campaign Completed, and every other supported type. Types are grouped by the same categories shown in the settings page. |
| Priority | Multi-select by priority: low, medium, high, or urgent. |
| Entity | Filter by the related entity type: Company, Person, Deal, Task, Ticket, Activity, Project, Invoice, Quote, Campaign, Meeting, Goal, Agent Run, AI Chat Run, or Workflow. |
Priority and Unread Indicators
Rows encode state through color, icons, and typography — never color alone.
- Unread rows have a blue left-edge accent, a bold title, and a blue dot after the title.
- Priority bar — a 3-pixel vertical accent on the left edge of each row. Urgent is red, high is amber, low is slate, and medium is transparent (the default).
- Priority label — a small badge labeled low, high, or urgent appears beside the timestamp. Medium priority rows show no badge.
- Snoozed rows display a Snoozed label next to the timestamp.
- Type icons — a small emoji on the left of the title reflects the notification type (bell, check, money, chat bubble, etc.) for quick visual scanning.
Per-Item Actions
Every notification row has quick-action buttons that appear on hover or focus.
- Single-click a row — marks the notification as read, focuses the row, and loads it into the detail pane on the right. Stays on the inbox so you can continue triaging.
- Mark read / Mark unread — toggle the read state without leaving the inbox. A read notification can be marked unread again.
- Snooze — hide for a duration. Presets are 1 hour, 4 hours, Tomorrow, or Next week. A Custom time picker lets you choose any future date and time.
- Archive — move the notification to the Archived tab.
- Open — double-click the row, press Enter when focused, or click Open in the detail pane to jump to the linked record.
Detail Pane
Selecting a row on desktop shows the full notification on the right.
The detail pane shows the full notification title, the complete message (no truncation), the notification timestamp, who sent it (for mentions and nudges), the priority, and a Related card naming the linked entity type. Action buttons at the bottom repeat the per-row actions — Open, Mark read / Mark unread, Snooze, and Archive.
Bulk Actions
Select multiple notifications and act on them together.
Click the checkbox on each row to build a selection, or use the Select all visibletri-state checkbox in the inbox header to select every loaded row at once. The header checkbox shows an indeterminate (mixed) state when some — but not all — visible rows are selected, and toggles to clear or fully select on click. A bulk-action toolbar appears at the bottom of the list pane showing N selected and the available actions:
- Mark read / Mark unread
- Snooze — opens the snooze picker, same options as per-row snooze
- Archive
- Delete — requires an inline confirmation (Delete permanently?). Deletion is irreversible.
- Clear — clears the current selection without performing an action
Mark All as Read
Clear the entire unread badge with one click.
When there are unread notifications, a Mark all as read button appears in the inbox header next to the unread count badge. It is rendered as a primary-tinted pill so it reads as an actionable affordance — not a passive link. Clicking it marks every unread notification in your account as read (not just the ones currently loaded), updates the bell badge to zero, and surfaces a confirmation toast like "30 notifications marked as read". The reported count comes from the server and reflects the real number of rows that flipped from unread to read — re-clicking after everything is already read is a safe no-op.
Keyboard Shortcuts
Navigate and act on notifications without touching the mouse.
Day Grouping and Infinite Scroll
Rows group into Today, Yesterday, This week, and Older buckets — with sticky headers as you scroll.
Notifications are grouped by day as you scroll, with sticky section headers so you always know which bucket you are reading. The list uses infinite scroll — 25 notifications load initially, and reaching the bottom automatically loads the next batch. A Load more button also appears if auto-loading is blocked by your browser.
Empty States
What you see when there is nothing to show.
Each tab shows a tab-specific message; the icon distinguishes "you're caught up" (a green checkmarkicon) from "your filters returned nothing" (a muted bell-with-slash icon).
- All tab, no notifications — "You're all caught up. New notifications will appear here." with a Manage notification preferences link.
- Unread tab, nothing unread — "No unread notifications. Everything has been read."
- Archived tab, nothing archived — "No archived notifications. Notifications you archive will appear here."
- Snoozed tab, nothing snoozed — "No notifications are snoozed. Snoozed items will appear here until they reactivate."
- Filters returning zero results — "No notifications match these filters." with a Clear filters button.
Inbox vs. Bell Dropdown
When to use each surface.
The bell dropdown in the top bar shows your 30 most recent notifications across four tabs (All, Unread, Mentions, Assigned), with per-row snooze and archive. Opening the bell automatically marks every loaded unread item as read — the same behavior used by Facebook, LinkedIn, and Slack — so you no longer need to navigate to the inbox just to clear the badge for items you have already seen. New notifications that arrive after the bell is open are not auto-marked. The full inbox at /notifications adds search, filter chips, bulk operations, keyboard navigation, the detail pane, and infinite history — use it when you need to triage a larger backlog or find something specific.
Cross-Tab Sync
Read, archive, snooze, and delete actions propagate to every open tab in real time.
If you have the CRM open in multiple browser tabs, marking a notification read in one tab clears it from the bell, the sidebar badge, and the inbox in every other tab — usually within ~10 ms. The same applies to archive, snooze, delete, and bulk operations. There is no extra polling cost: tabs communicate directly through the browser's same-origin BroadcastChannel. Account-switching is protected — broadcasts from a different signed-in user or organization are ignored, and the unread count always reflects the server's authoritative value rather than a guess.
Error Handling
What happens when an action fails.
Mark-read, archive, snooze, and delete all use optimistic updates: the row visually flips immediately and the network request runs in the background. If the request fails (network drop, server error, or a race with another tab), the change rolls back and a small toast surfaces in the corner — "Couldn't mark this notification as read", "Couldn't archive this notification", etc. The toast is your cue to retry; the row returns to its previous state in the meantime.