Based on client feedback, we made significant enhancements to our Notifications functionality to provide users more transparency over the activity across their SideDrawers.
If you are a SideDrawer collaborator and your account is set to receive notifications (the default setting) and a SideDrawer has been configured to send activity notifications (the default setting), these changes will impact you.
With our enhancement, Notifications will now be sent per SideDrawer, which will allow Advisors to see shorter activity summaries on a per SideDrawer basis. This is how these changes look:
Action | Before | After |
First activity in a SideDrawer | Triggers an immediate notification for that SideDrawer | Triggers an immediate notification for that SideDrawer |
Subsequent activity in any SideDrawer | Groups all activities across all SideDrawers in the same notification | Groups all activities from a SideDrawer in its own notification |
If you have questions, please contact us at [email protected].