Settings

Notifications

Control which alerts fire when you open the CRM. Browser permission is required for desktop pings.

Browser permission not yet granted

Click below to allow browser notifications. The CRM will fire alerts for overdue tasks, RMD windows, and upcoming meetings.

Alert preferences

Alerts fire once per day on open

RMD age alerts

Remind me when a client member enters the 3-year RMD window (ages 70–73)

Overdue open loops & tasks

Alert when a commitment or task passes its due date

Upcoming reviews

Day-before reminder for scheduled client meetings

Tasks due today

Morning alert for tasks due today

How it works: When you open the CRM, the app checks your book for relevant conditions (overdue tasks, RMD windows, tomorrow's meetings, etc.) and fires a desktop notification once per alert type per day. Notifications only fire if browser permission is granted above and the preference is enabled.