Notification Center

Overview

Admins can monitor the real-time progress of bulk file uploads in the Notification Center easily accessible under the bell icon. All Notifications are also accessible under the Notifications Reports menu where you can use the filter and search options to drill down results.


Notifications Center

The bell icon displays any Unread notifications in real time that need attention. You can also click View all to see all notifications directly in the Notification Report as indicated in the image above.

NOTE: Clicking Clear All will clear all notifications for all admins in the system. Be advised you can navigate to the Notifications Report - indicated below - to access all notifications in the system at any given time.


Notifications Report

All notifications can be accessed by clicking on View All from the Notifications center menu. Use the advanced search and filters options available and Download CSV option to download the report.

Filter and Search

To locate a specific instance, you can search using terms from the description and additional details. Alternately, you can filter your search by type and status:

  • Filter by
    • All time - All time, 3 / 6 / 12 months, Data range
    • Type - Bulk File Upload, Contact Details, Contact File Upload, Contact Profile Changes, Contact Registration, Export Ready, Fund Details, Investment Request, Investor Details, Password Reset Email Sent, Update Failed to Send
    • Status - Approved, Dismissed, Pending

Notifications Report Table Column Headers

Date The date/time when the upload took place
Type The type of report
Description The type of notification and who made it
Additional Details The details of what changed
Status Accepted, Approved, Pending, Dismissed
Manage Review, Activate, Dismiss, Approve, Decline