Notifications allow you to share important information about a record or a group of records with users. You can determine whether all users should receive a notification or only a targeted group of users. For example, you notify all users to when they open the record of a board member.
Notifications are not available for every record type. They are available only for:
| • | Constituent records |
| • | Planned Gift records |
| • | Research Group records |
Notifications appear on the information bar of a record.
You can also set notifications to appear on a separate screen when users view a record. The notification screen appears the first time a user views a record during a session. If you leave the record and return within 60 minutes, the notification screen does not appear again. However, if you return after more than 60 minutes, the notification screen appears again.
You can create notifications for groups of records in Administration. You can also create notifications for a record from the Documentation tab of the record.