Disciple.Tools User Documentation

View and Manage Notifications in Disciple.Tools

This guide explains how to access your notification inbox, view notifications, and manage them within Disciple.Tools.

How to Access Your Notifications

Using the Notification Bell

On Desktop

1. Look for the bell icon (🔔) in the top navigation bar
2. Click the bell icon to open your notification dropdown
3. You’ll see a red number badge showing how many unread notifications you have

On Mobile

1. Look for the bell icon (🔔) in the top navigation bar
2. Tap the bell icon to open your notification dropdown
3. The red number badge shows your unread notification count

Using the Notifications Page

1. Click the bell icon to open the notification dropdown
2. Click View All Notifications at the bottom of the dropdown
3. This takes you to the full notifications page at /notifications

Understanding Your Notification Inbox

Notification States

• New/Unread - Notifications appear with a darker background or special styling
• Read - Notifications you’ve already viewed appear with lighter styling
• All - Shows both read and unread notifications

Notification Information

Each notification shows:

• Type of notification (assignment, mention, comment, etc.)
• Who triggered it (which user caused the notification)
• What record it relates to (contact, group, or other record name)
• When it occurred (timestamp of the event)
• Brief description of what happened

Viewing Options

Filter Notifications

• All Notifications - Shows every notification you’ve received
• Unread Only - Shows only notifications you haven’t read yet
• Mentions Only - Shows only notifications where you were @mentioned

Navigation

• Click any notification to go directly to the related record
• Use the filters to focus on specific types of notifications
• Scroll down to see older notifications

Managing Individual Notifications

Mark as Read/Unread

• Mark as Read: Click the notification or use the mark as read option
• Mark as Unread: Use the mark as unread option to flag notifications for later attention
• Auto-mark as Read: Notifications are automatically marked as read when you click on them

Taking Action

• Click the notification to go to the related contact, group, or record
• View the context of what triggered the notification
• Respond appropriately (add comments, update records, etc.)

Managing All Notifications

Mark All as Read

1. Go to your notifications page
2. Look for the Mark All as Read button
3. Click it to mark all current notifications as read
4. This clears your notification count and marks everything as viewed

Load More Notifications

• Notifications are loaded in batches for better performance
• Scroll to the bottom of the notifications page
• Click Load More to see older notifications
• You can view your complete notification history this way

Notification Behavior

Real-time Updates

• Your notification count updates automatically while you’re using Disciple.Tools
• New notifications appear immediately in your notification dropdown
• The page refreshes notification counts without requiring page reload

Automatic Access

• When you receive a notification about a record, you automatically gain access to view that record
• This is especially important for @mentions - you can view records you were mentioned in even if you weren’t previously assigned to them
• This access is temporary and may be removed if you’re not actively involved with the record

Notification Dropdown Features

Quick Actions

• View recent notifications without leaving your current page
• Click notifications to jump directly to related records
• See notification count at a glance

Dropdown Content

• Shows your most recent notifications (typically last 10-15)
• Displays unread notifications first
• Provides quick access to the full notifications page

Best Practices

Daily Notification Management

1. Check your notifications regularly using the bell icon
2. Click on notifications to view related records and take action
3. Mark as read notifications you’ve addressed
4. Use filters to focus on specific types when you have many notifications

Staying Organized

• Respond promptly to assignment and mention notifications
• Use “Mark All as Read” periodically to keep your notification count manageable
• Check the full notifications page weekly to review older notifications you might have missed

For Busy Users

• Focus on mentions first - these usually require your direct attention
• Check assignments daily - these are your primary responsibilities
• Review other notifications when you have time
• Use email notifications as a backup for important items

Important Notes

• Notifications are personal to your account - you only see notifications relevant to you
• Clicking a notification takes you directly to the related record where you can see full context
• Your notification history is preserved so you can always go back to review past notifications
• Notifications help you stay informed about records you care about without constantly checking each one manually

Related Settings

• Manage Notification Preferences - Control which notifications you receive
• Email Notification Settings - Configure email delivery options
• Notification Types - Understand different types of notifications