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BRITIXO Core CRM Software

Notifications in Britixo keep your team informed in real-time through email, in-app popups, or third-party integrations like Slack. You can fully control what type of updates you and your staff.

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How to Set Up Notifications (Email, In-App, Slack, etc.) in Britixo?

Notifications in Britixo keep your team informed in real-time through email, in-app popups, or third-party integrations like Slack. You can fully control what type of updates you and your staff receive.

A. Configure Staff Notification Settings:

Log in to Britixo Head to https://britixo.com/app/login

Go to My Profile Click on your profile image (top-right) → Select My Profile

Open Notification Preferences Under the Notifications tab, you’ll see a list of modules and trigger events.

Enable/Disable Notifications Tick the boxes for:

Email Notification

In-App Notification

Push Notification (if available)

Modules include:

Projects

Tasks

Invoices

Tickets

Messages

Support Replies, etc.

Save Changes Click Save to update your preferences.

B. Configure Admin/Global Notification Settings.

Navigate to Setup → Settings → Notifications Only Admins will see this section.

Choose Module-Wise Notifications Toggle which events trigger notifications:

New client added

Task assigned

Invoice overdue

Project status changed

Ticket reply submitted, etc.

Assign Notification Recipients You can assign notifications to specific roles, departments, or staff members.

C. Enable Slack Notifications (Optional).

Go to Setup → Settings → Slack Integration

Enter your Slack Webhook URL

You can get this from your Slack Workspace under: Admin → Apps → Incoming Webhooks

Choose Events to Send to Slack

e.g., New Invoice Created, Ticket Reply Received

Save and test integration

D. Client Notifications.

Go to Setup → Settings → Email Templates

Enable/disable notification emails for:

New invoice

Ticket updates

Estimate approvals

Project comments

Clients will only receive emails for actions affecting them.

Tips:

Encourage team members to personalise their notification settings

Disable unnecessary alerts to reduce email clutter

Use Slack for team-wide real-time alerts if email is too slow

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