The Notification Settings module in RISPER CRM allows users to control how and when system notifications are received.
This ensures that employees and clients stay informed about important activities without being overwhelmed by unnecessary alerts.
Proper notification configuration is essential for client communication, internal coordination, and professional service delivery.
Accessing Notification Settings
To configure notification preferences:
Go to Settings from the left-side menu.
Click on Notification Settings.
Notification Channels
You can choose how notifications are delivered using the following channels:
Email – Notifications are sent to the registered email address.
Slack – Notifications are sent to Slack (if Slack integration is enabled).
Push Notifications – Real-time notifications inside the system.
Each channel can be enabled or disabled based on your needs.
Configuring Email & Push Notifications
Under Email Notification Settings and Push Notification Settings, you will find multiple notification options with checkboxes.
You can:
Enable notifications by ticking the checkbox
Disable notifications by unticking the checkbox
Click Save to apply the changes
For push notifications, you can also send a test notification to confirm the configuration.
Important Notification Types Explained
Task-Related Notifications (Very Important)
Task notifications are critical for keeping clients informed about work progress.
Task Completed
Enable this if you want the client to receive an email when a task is completed.
Task Status Updated
Enable this if you want the client to receive updates when the task status changes (e.g., To Do → In Progress → Completed).
These settings are especially useful for compliance and service-based work.
Lead Notifications
Lead Added
Enable this if the Owner or Admin wants to receive notifications whenever a new lead is created.
This helps in faster lead follow-up and better sales response.
Invoice & Payment Notifications (Highly Recommended)
Invoice Finalized
Payment Added
These notifications ensure:
Clients are informed immediately
Transparency in billing
Faster payment cycles
If these notifications are disabled, clients will not receive invoice or payment emails.
Message Notifications
New Message Notification
Enable this if you want email alerts when:
Staff send internal messages
Important internal communications occur
This is helpful when team members are not logged into the system all the time.
Practical Usage Examples
Example 1: VAT Filing Service
A client has assigned VAT filing work.
Recommended settings:
Task Status Updated → Enabled
(Client is informed when work starts, such as data collection)
Task Completed → Enabled
(Client receives confirmation once VAT filing is completed)
This builds trust and transparency.
Example 2: Sales Lead Monitoring
The business owner wants to track new inquiries.
Recommended settings:
Lead Added → Enabled (for Owner/Admin only)
This ensures:
Immediate awareness of new leads
Faster follow-ups
Better conversion rates
Example 3: Billing & Payments
You want clients to be notified about financial actions.
Recommended settings:
Invoice Finalized → Enabled
Payment Added → Enabled
Clients receive:
Invoice emails when finalized
Payment confirmation once payment is recorded
This avoids billing disputes and improves professionalism.
Best Practices for Notification Management
Do not enable all notifications by default
Enable only what is important to the client or staff
Avoid unnecessary internal alerts to clients
Review settings periodically
Adjust notifications based on client feedback
Avoid Notification Overload
If all notifications are enabled:
Employees may receive too many alerts
Clients may feel spammed
Clients may complain about excessive emails
Tip:
Inform clients only what they need to know, not every internal activity.
Summary
Notification Settings in RISPER CRM allow you to:
Control email, Slack, and push notifications
Inform clients about task progress and completion
Notify owners about leads, invoices, and payments
Avoid unnecessary communication overload
By configuring notifications correctly, you ensure clear communication, improved client satisfaction, and efficient operations.