Firm360 gives you the ability to receive in-app notifications, giving you more flexibility to stay updated on client activity and important tasks. You can choose to receive these notifications in lieu of or in addition to emails, depending on your preferences.
Accessing In-App Notifications
Look for the bell icon located next to the global messaging envelope in the top navigation bar.
Hover over the bell to see a quick preview of your most recent notifications.
Click on the bell to view a full list of all notifications.
Management Features
Sorting Functionality – Quickly organize your notifications based on title, date, or message.
Bulk Options – Manage your notifications more efficiently by deleting or updating up to 500 notifications at once.
Filtering by Values – Focus on notifications that matter most by filtering based on client-specific attributes, status or date.
Display 500 notifications per page – View more notifications at once for easier bulk actions, such as marking as read or deleting multiple notifications efficiently.
Saved Search- Quickly Access frequently viewed searches.