Personalizing Notification Preferences

Learn how to customize your in-app and email notifications in EduCtrl CRM to stay informed about updates that matter to you — including leads, students, applications, and tasks.

Prerequisites

You must have a Staff or Admin login.
Only Admins can configure system-wide default notification settings.

Step-by-Step Instructions

Go to Settings > Notifications
You’ll see a list of event types that trigger notifications:
- New Lead assigned
- New Student registered
- University Application updates
- Document upload by student
- Assigned Follow-ups
- Student or agent replies to messages
- Application status updates
- Counselling scheduled
For each notification type, you can configure:
- In-App Notification: Enable/Disable
- Email Notification: Enable/Disable
Use the toggle switches next to each row to turn on/off the notification type for:
- Assigned Staff
- Manager
- Super Admin
After making changes, click Save Changes at the bottom of the page.

How Notifications Work

In-App Notifications appear in the bell icon on the top-right of the interface.
Email Notifications are sent to your registered email address.
Notifications are sent based on assignment — if you are the assigned staff for a lead or application, you’ll get notified when it changes.

Tips & Best Practices

Enable both in-app and email notifications for high-priority actions like Application Status Updates or New Lead Assignments.
Managers and Super Admins can enable email alerts to track their team’s progress more efficiently.
Regularly review your notification settings to ensure you're not missing critical updates.

Troubleshooting / FAQs

Q: I'm not receiving email notifications. What should I check?
A: Make sure:

Email notifications are enabled in Settings > Notifications
Your SMTP settings under Settings > Email SMTP Configuration are correctly set up.

Q: Can individual staff control their own notifications?
A: Notification preferences are mostly set at the admin level, but individual notification delivery depends on assignment (lead/student/application).