The Guru

Notifications Unleashed

Easily display the important information for for each individual record based on your business logic and rules.

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What is it?

Notifications Unleashed is a simple CRM Solution that puts the power of notifications into User’s and System Customizer’s hands. This solution will enable you to utilize the out-of-the-box Form Notifications in 2 different ways:

  1. Notification Records which are essentially Activity records which can be created against practically any record. The details from the Notification record are surfaced on the related record. The notification record has an End Date that can be set to make it “go away” after a certain amount of time, or it can be closed off manually.

  2. Notification Queries allow authorized users to notifications that apply to a certain Fetch Query. These queries are evaluated against specific records and if the record “belongs” to the query, the notifications is displayed. This is great if you don’t want to create too many Notification records and you can easily define a query as the notification crtieria.


So what do I do with it?

Simple - automatically display important information to users via notifications based on your business rules. Here are just a few sample scenarios:

  • Flag an account that is reaching his credit limit or already on credit hold
  • Alert about open opportunities, or missing contact information
  • Inform CRM users about timelines not being met on cases or opportunities
  • Make sure a user is aware there is a order that is being Shipped to the customer.
  • And many, many more…


Notification Queries

Notification Queries

Create queries for any entity that display important information directly on the record.

Relevant Icons

Relevant Icons

Select 1 of the 3 notification icons
  • Information
  • Warning
  • Error

Notification Record Expiry

Notification Record Expiry

Automatically dismiss a notification by setting an expiry date.



Create a query to use in your notification


Create a Notification Query to display based on a query


Add the required JavaScript to the Entity Form


I recently discovered Notify.js which provides some very nice functionality for notifications. Since that library isn’t fully supported (because of a single line of code), I won’t incorporate into thie existing solution I have. I may create a new version using the library, which I will publish here. Stay tuned.