Overview

Marketscape CRM can now bring referral, order, accounts, contacts, expenses, and event updates directly to you via your mobile devices! After enabling mobile notifications for the Marketscape CRM app, easily control the types of notification you want to see through Setting on your mobile device. User must update to version 23.10.1 or newer to see this feature.

In this article

• Types of Notifications
• Turning on Notifications on an Android Device
• Turning on Notifications on an iOS Device

Types of Notifications

You will receive notifications for the following:

• New Account Assignment​s
• New Contact Assignments
• New recurring events assigned to you for (date​)​
• New events assigned for date
• Expenses Approved​​
• Expenses Denied
• New Orders Assigned to You​
• Order Statuses Updated​
• Shared Owners Added to Your Order
• New referral​s
• Referral Statuses Updated​
• Shared Owners Added to Your Referral​
• When a signature is required​
• When all signatures have been obtained

Turning on Notifications on an Android Device

Description	Image
From any page, tap on the "hamburger" menu icon to open the menu.
Scroll down until you see the "Settings" option.
Tap on "Settings."
Tap on "Application Settings." This will open the notification settings for your phone. What you see when you open the notification settings may vary depending on the phone manufacturer and the version of Android on your phone.
Most likely you will see something similar to the screenshot to the right. You will see the Trella Marketscape CRM icon which identifies the application for which you are setting notifications. Tap the slider toggle to turn on notifications

Turning on Notifications on an iOS Device

Description	Image
From any page, click the "hamburger" menu icon to open the menu.
The menu opens on the left. Click on "Settings."
This will open a list of notification types that you can activate by tapping the slider toggle to the right of each category. All of the possible notifications are shown as disabled in the image to the right.
The image to the right shows all of the possible notifications enabled.