Configure Notifications
Configure Notifications
Choose which PloverCRM notifications appear on your mobile device and how they behave for the current workspace.
Open Notification Settings #
- Open PloverCRM.
- Tap Settings.
- Under App preferences, tap Notifications.
Image placeholder: Replace this image path with the final Notification Settings screenshot when it is available.
Choose a notification mode #
For each notification type, choose one of these modes:
- Normal — Show the notification with sound.
- Silent — Show the notification without sound.
- Off — Do not show the notification.
Configure notification types #
Sales Tips & Product Updates
Choose how to receive occasional sales tips, new PloverCRM features, and product updates. This preference follows the app across connected workspaces.
Activity Notifications
Choose how real-time lead activity alerts behave for the current workspace on this phone. PloverCRM can show the status as Ready, Service unavailable, or Unavailable.
Daily Summary
Choose whether to receive one daily overview for the current workspace. When enabled, choose a delivery time of 09:00, 12:00, or 18:00 in your current time zone.
Reminder Notifications
Choose how reminder alerts behave for the current workspace on this phone.
Allow notifications on your phone #
To turn on a notification type, PloverCRM may require notification permission on your device. If permission is not available, it shows Please allow notifications on this phone first. Follow your device settings to allow notifications, then return to PloverCRM.
Refresh notification registration #
- Turn on Activity Notifications.
- In Alert Messages, tap Refresh Notifications.
- Wait for the refresh to finish.
PloverCRM can show Notifications are ready again after a successful refresh.
Configure alert messages #
Under Alert Messages, you may find:
- New Lead Alerts.
- Reminder Alerts.
- Refresh Notifications.
Use Customize Notification Alerts for alert-message editing instructions.
Troubleshooting #
Notifications are not appearing
Allow notifications for PloverCRM in your device settings, choose a mode other than Off, and use Refresh Notifications.
The workspace does not support mobile push
PloverCRM can show This workspace does not support mobile push yet. Contact your site administrator if mobile push should be available.
Notification refresh fails
PloverCRM can show Mobile push relay is unavailable right now or Couldn’t refresh notifications. Try again later and confirm that device notifications are allowed.
Daily Summary is not delivered
Confirm that Daily Summary is not Off, choose a delivery time, and check the current device notification permission.
