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Notification Settings
Notification Settings
Updated over 3 months ago

Effective communication is a cornerstone of successful team collaboration, especially within a platform where proposals are crafted and shared. Cone proposals software recognizes the importance of timely and relevant notifications. To accommodate different preferences and ensure that you stay informed without being overwhelmed, Cone provides a flexible notification management system. This guide details how to customize your notification settings for different events, allowing you to choose between email and in-app notifications as per your convenience

Accessing Notification Settings

To tailor your notification preferences, follow these steps:

  1. Open Your Profile Settings: Find and click on your profile icon located in the bottom left corner, then select `Settings

  2. Navigate to Notification Preferences: Look for a tab labeled Notifications under Personal section

Customizing Notification Preferences

Within the Notification Settings, you'll encounter a list of events for which notifications can be configured. For each event, you have the freedom to select your preferred method of notification:

  • Email Notifications: Choose this option if you prefer to receive notifications directly to your email inbox. This can be suitable for users who manage their tasks through their email or need a record of notifications outside the platform

  • In-App Notifications: Select this method for real-time alerts within the platform itself, ideal for users who are frequently active within the software and prefer immediate notifications without adding to their email volume

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You can also check both if you would like to receive notification via email and inside the app

Important Considerations

  • Balancing Notification Volume: Customize your settings to strike a balance between staying informed and avoiding notification overload. Consider the importance and urgency of each event type when deciding

  • Frequent Review: Your needs may evolve over time. Periodically review and adjust your notification settings to ensure they align with your current preferences and work patterns

  • Combining Notification Types: For critical events, you might opt for both email and in-app notifications to ensure you don't miss out on important updates

The notification settings within Cone proposals software are designed to put you in control of how you receive updates, ensuring you're informed of relevant events without being inundated. By customizing your notification preferences, you can streamline your workflow and focus more effectively on creating and managing your proposals

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