The Law Ruler Notification Center Follow
The Notification Center offers new powerful user notifications to always keep your firm on top of everything that is happening in the portal. Whether it is keeping track of your progress on leads, seeing notes where you are tagged, task updates, missed or abandoned calls, or seeing an SMS text message reply from a customer, you can get notifications, your way!
How to use The Law Ruler Notification Center
The notification center is located on the upper right-hand side of your inbox as a bell icon. This will keep you notified of various events in your portal and is customizable to how you want to use the portal!
After clicking on the bell icon, you will see your personalized list of activities that are occurring in real-time in the portal.
Filtering Notification Types
You can filter specific notification types by clicking on the "Filter" button and opening the "Type" menu option.
After selecting your types press the "Apply" button at the bottom to filter your notifications.
Filtering Notifications by date
You can filter specific notifications by date on the "Filter" button and by clicking the "Type" menu option and opening the date
Once clicking into the date field you can use the calendar pop-up to select the date range desired. After the date is added press "Apply" to save your range.
Now press the "Apply" button at the bottom to filter your notifications to only show notifications by the date range entered.
Filtering Notifications by All/Unread
You can quickly filter notifications to see a list of all notifications you have received as well as new unread notifications that have not been marked as read by clicking the All/Unread Radio button.
Marking all Notifications as Read
If you want to mark all of your notifications as read at once you can do so by clicking on the "Mark All as Read" Button.
Navigating directly to a customer record from a notification
You can quickly go directly into a customer record by clicking on the name of the lead/case in the upper left corner of the notification. This will open in a new tab.
Customizing your Notifications
Do you want to stop receiving certain types of notifications via email/SMS?
If so, you can do so by going to your user settings.
Click on your profile icon/user name at the top right of your portal.
Navigate to the "User "Settings" page.
Scroll to the bottom of the page to the "Notification Center" section to view all of your current settings.
How to turn off email/SMS notifications
In this section, you have full control to turn on/off specific types of notifications from being sent to you via email/SMS and only notify you inside of your portal's notification center. This gives you more flexibility to focus on what you primarily do at your firm.
💡 You could mark certain notifications as automatically read so you do not have to manually do it. To do this, check the box in the "Mark as Read" column on the right side.
How to reset your notification settings back to default
Do you want to go back to the default notification settings that your firm has set? You can do so by going to your user settings page, scrolling down to the "Notification Center" section, and pressing "Apply Global Settings".
This will set all your notification type settings back to defaults.
If you need further assistance, then please contact Law Ruler Support to assist you further.
🤗 Thank you very much for choosing Law Ruler Legal CRM!