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DocsNotifications Inbox
A dedicated full-page workspace for triaging, archiving, snoozing, filtering, and searching every notification you have received.
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.
- 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.
| Field | Description | Type | Default |
|---|---|---|---|
| Reason | The primary quick-filter, leading the filter row. Single-select by why a notification reached you: Any reason, Assigned to you, You were mentioned, You are watching, You own this, or Admin copy. It is often the fastest way to show just the things aimed directly at you, or just the ambient updates. | dropdown | Any reason |
| 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. | 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. | chips | — |
| Priority | Multi-select by priority: low, medium, high, or urgent. | chips | — |
| 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. | chips | — |
| Needs action | A single toggle that narrows the list to only the notifications that need an action from you (the same action-required types that can be sent to My Work). Turn it on to focus on what you have to act on, off to see everything again. | toggle | Off |
Rows encode state through weight, a single accent, and text, never color alone.
- Unread rows have a bold title and a small cobalt dot after the title. Once you open or mark a row read, the title returns to normal weight and the dot clears.
- Priority label: a small text label appears beside the timestamp only for genuinely elevated items. Urgent priority and High priority read as plain neutral meta text, and low and medium rows show no label (they are the quiet default). There is no colored chip, tint, red, amber, or left ribbon: priority is called out in words, not color.
- Snoozed rows display a Snoozed label next to the timestamp.
- Type icons: a small monochrome icon to the left of the title reflects the notification type (bell, check, money, chat bubble, and so on) for quick visual scanning.
On a computer each row's quick actions appear on hover or focus; on a phone or tablet they sit behind one button.
- 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.
On a phone or tablet, each row has a three-dot button at its end instead. It opens the row's actions as a list: Open when the notification links somewhere, Save as task where it is offered, Mark read or Mark unread, Snooze where snoozing makes sense, and Archive. You can also swipe a row right to snooze it, or left to archive it. Tapping the row itself still opens its detail.
A dismissible note at the top of the inbox states the rule plainly: "These are things that happened. Anything you need to do lives in My work." The two surfaces have clear, non-overlapping jobs:
- Notifications = things that HAPPENED: you read or archive them. The inbox no longer duplicates your task list.
- My Work = things you DO: you complete (capturing an outcome on completion), snooze, or reschedule them. It is your single prioritized scroll of tasks and follow-ups.
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.
When a notification is about something you can decide on the spot, the detail pane offers the action inline. An approval request, for example, shows Approve and Deny buttons right in the detail view, so you can clear it without opening another page. Acting on it there does the same thing as acting on it in its own surface, and it clears the matching item from My Work at the same time. See My Work vs Notifications for the full list of inline actions.
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
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 rather than 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.
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. You can change how the list is grouped (by date, type, priority, or a single flat list) in your inbox view preferences.
Each tab shows a tab-specific message; the icon distinguishes "you're caught up" (a green checkmark icon) 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.
The bell dropdown in the top bar shows your 30 most recent notifications across four tabs (All, Unread, Mentions, Assigned). Each row exposes up to three quick actions on the right: an Open button (a chevron) when the notification links somewhere, a Snooze button (a clock icon that opens a small menu with 1 hour, 4 hours, or Tomorrow) where snoozing makes sense, and a first-class Dismiss button (the X icon) that always appears and clears the notification from the bell in one click (it moves to the Archived tab). On a phone, where the bell opens as a sheet, each row is one compact line and those actions sit behind its three-dot button: Open, Snooze for 1 hour, Snooze for 4 hours, Snooze until tomorrow and Dismiss. Opening the bell does not mark anything read. It used to, which meant a single glance could silently clear up to a hundred rows with no undo. A row is marked read when you actually open it, or when you press Mark all as read on purpose. If this device has alerts on, the panel also carries a strip at the top for pausing or turning off alerts. 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.
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, so 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.
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.