How to Configure Custom Notifications as a User

Created by PX Marketing, Modified on Tue, 19 Aug at 6:02 PM by PX Marketing

Overview

PXME gives you full control over your notification preferences, so you can choose how and when you’re alerted about tasks, conversations, appointments, and reviews. By customizing your settings, you’ll stay informed without being overwhelmed — ensuring you never miss an important update.

Key Features and Benefits

Customizable Reminder Times – Set task reminders that align with your time zone.
Multiple Notification Channels – Choose from in-app, email, or SMS alerts.
Daily Summaries – Receive automated reminders for due and overdue tasks.

How to Configure Notifications

Step 1: Access Notification Settings

Go to Settings (bottom left of your screen).
Select My Profile.
Click on the Notifications tab.

Step 2: Customize Notification Preferences

You’ll see three available channels: In-App, Email, and SMS.

In-App Notifications

Available on both desktop and mobile.
For desktop, ensure browser notifications are enabled: Chrome, Edge, Safari, Firefox.
For mobile, enable push notifications in your device settings: Android or iOS.

Email Notifications

Check the box next to any notification type you want to receive via email.

SMS Notifications

Toggle SMS alerts to receive reminders directly on your phone.

Step 3: Set Task Reminders

Scroll to the Task Notifications section.
Choose delivery channels: In-App, Email, or SMS.
Set reminder intervals (15, 30, or 60 minutes before due).
Enable Daily Summaries of due/overdue tasks at a preferred time (e.g., 8:00 AM).

Step 4: Notification Redirects

Every notification takes you directly to its source for quick action:

Category	Trigger	Redirects To
Conversations	New message, assignment, or reply update	Conversations > Tile
Tasks	Assigned task, reminder, or daily summary	Contacts > Tasks
Calendar	New appointment, assignment, or reminder	Calendars
Reviews	New Google/Facebook review	Conversations > Tile
WordPress	New WordPress service purchased (Admin only)	N/A (Email only)

Step 5: Save Your Preferences

Click Save (bottom right) to apply your custom setup.

Pro Tips

Work Hours – Adjust notification timing to match your availability.
Daily Summaries – Use summaries to stay organized and avoid missing deadlines.
Channel Testing – Experiment with SMS, email, and in-app alerts to find the right balance.

FAQs

Q1: How does “Mark All as Read” work?
It updates all notifications in your panel from unread to read.

Q2: How many notifications load at once?
25 notifications load per scroll; additional ones load as you scroll further.

Q3: What does “Clear All” do?
It removes all current notifications from your panel. New ones will still appear, but cleared items cannot be restored.