How to Use CRM Reminders

Definition

CRM notifications refer to business alerts triggered by predefined system logic in the CRM system, reminding users of specific events or tasks.

CRM Notification Menu

1. Display Logic: The notification menu appears persistently only after the current user receives at least one message under that category. For example, if you have never received a workflow notification, the “Workflow Messages” menu will not be displayed.

2. Notification Categories:

   • a. CRM Notifications: System-generated alerts based on predefined logic.
     Examples:
     • When granted new permissions in the Admin Console, you receive a “Permission Change” notification.
     • When a Related Teams member publishes/creates a sales record linked to your data, the system automatically sends a “New Sales Record” notification to the data owner. This type of alert cannot be disabled.
   • b. Initiated Approval Processes: A collection of approval workflows related to you.
   • c. Approval Messages: Alerts configured under Admin Console > Approval Process Management.
   • d. Workflow Messages: Alerts configured under Admin Console > Workflow Management.
   • e. Import/Export Messages: Notifications for completed data import/export operations. Exported files are pushed to Chats > File Assistant and CRM Notifications > Import/Export Messages.
   • f. @Mentions: Notifications when you are mentioned in work-related messages.
   • g. My Replies: Notifications for replies to messages you sent or received.
   • h. My Likes: Notifications for likes you gave or received.
   • i. Report Messages: Alerts for report exports or subscriptions.

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CRM Notifications

Automatic Translation for CRM Notifications

The notification list supports automatic translation based on language settings. Steps:
1. Navigate to Personal Settings > Language & Time Zone, select the target language and enable translation for CRM notifications (currently the only supported module).

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Language & Time Zone Settings

1. In the CRM notifications section, a Translate toggle appears at the bottom left. Enable it to activate automatic translation. Click “Language Settings” to adjust preferences.
2. When enabled, all notification text is automatically translated to the target language.

Note: This is a beta feature. Request access to Automatic Translation (Web).

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CRM Notifications - Before Translation

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CRM Notifications - After Translation

Notification Type Blocking (Beta: Search “CRM Notification Blocking + Filtering”)

1. Hover over a notification to reveal a “Block” icon. Clicking it hides all future notifications of the same type. To unblock, navigate to Notification Blocking Settings and deselect the type.

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Blocking a Single Notification Type

1. Use Notification Blocking Settings (top-right) to customize hidden notification types.
   • Note: Changes refresh the list and return to the first page. Settings sync with third-party platforms (e.g., DingTalk).

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Notification Blocking Settings

Notification Category Filtering

Users can filter notifications by top-level categories. The list updates to show only matching notifications.

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Notification Category Filter

Syncing CRM Notifications to Third-Party Platforms

1. WeCom Integration:
   Supported notifications include:
   • CRM Notifications (beta: CRM Notification Sync to WeCom)
   • Approval Messages (fully released)
   • Sales Record @Mentions (beta: @Mentions in Sales Records Sync to WeCom)
   • Report Subscriptions (beta: BI Report Sync to WeCom)