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Let us show you how to receive Notifications In CaseLoad.

Enable improved communication

Help users manage their workloads and ensure accurate and timely completion of tasks to keep clients happy and processes running smoothly.

Notifications can be sent across any and all of the following: event assignment, leads and requisition slips appear as pop-up ‘toast’ notifications.

The latter is particularly useful for users who receive new tasks or have colleagues allocate work to them as the toast notification will let them know that a new task awaits them within their task list.

Benefits of Notifications

  • Leads assigned come through instantly to allow you to react to any client enquiry.
  • Events prepared by secretaries/admin can be assigned with a notification to ensure you never miss an important task

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