Notifications keep you and your team aware of what's happening in CoolFocus — a new message in the Inbox, a gift that came in, a task assigned to you. You're in full control of what you're notified about, how you're notified, and how often.
Notifications are opt-in. Every channel starts turned off for every event, for every user, including admins. Nothing is sent until you turn a channel on for the events you care about. Manage everything from yofrom your profile menu → Your nour notifications (avatar in the sidebabar).
What — which events notify you (a new message, a new contribution, a completed task…). See Choosing What You're Notified About.
How — which channel each one uses: In-App, SMS, or Email (and mobile push if you use the app). See Notification Channels.
How often — right away, or bundled into a daily or weekly digest. See Notification Timing & Digests.
System notifications — the built-in events CoolFocus already knows about, organized by area (Inbox, Give, Scheduler, and more). Every one of these starts off; you switch on the channels you want per event.
Custom notifications — your own watch rules. Tell CoolFocus "notify me whenever a contribution over $5,000 comes in" and it will. This is the powerful part.
In-app: the bell icon at the top right, with an unread count. Click it to see recent notifications and jump to the record.
Email / SMS / mobile push: delivered to you wherever you are, based on your channel choices.
Your notification settings are personal — changing them affects only you, not your teammates. There is no center-wide master notification matrix for staff. There is no center-wide master notification matrix for staff.
Some events are visible only to admin users (like payment failures). Being an admin does not turn any channel on automatically, admins opt in the same way everyone else does.
Some notification wording is organization-wide instead of personal - for example, the Intake & Consent Message and Secure Message Invite templates clients receive. See Customizing Intake & Secure Message Templates.
Customizing Intake & Secure Message Templates
