RevenuePilot CRMDocumentation
v1.0.0 Changelog

Notification Module

Notifications give staff one consistent place for reminders, security events, CRM alerts, operational warnings, workflow outcomes, and reviewer proof messages.

Entry Points

  • Navbar dropdown for unread work.
  • Notification index for filtering and reviewing records.
  • Notification detail page with source, severity, payload context, and related links.
  • Activity logs for audit and security investigation.

Event Sources

Authentication, CRM workflows, follow-ups, quotations, invoices, support, demo reset, System Health, marketplace evidence, and background jobs can all create notification or activity records.

Operator Workflow

  1. Open unread notifications and prioritize security, payment, failed automation, and overdue customer work.
  2. Follow the related-record link and resolve the source condition instead of only marking the message read.
  3. Use severity and source filters to investigate repeated failures.
  4. Confirm customer-facing email delivery separately; an in-app notification does not prove SMTP delivery.
  5. Retain activity records according to the workspace policy and export evidence before destructive cleanup.

Verification

Trigger one low-risk event for authentication, follow-up, invoice, support, and background-job paths. Confirm the intended role sees the notification, unrelated workspaces do not, deep links resolve, and read state remains consistent.