To stay on top of new tasks, projects, and profiles assigned to you, you can enable email notifications for your user account. These can be turned on and off for tasks, projects, and profiles individually, giving you control over which types of notifications you'll receive.
To manage your own notifications:
The At a Glance box provides a bird's eye summary of all the data in your LibCRM system, including the total number of:
Below the At a Glance box is the Current list of Assigned Tasks box, where you can view and manage all of your assigned tasks.
Below your Current list of Assigned Tasks is the Current list of Assigned Profiles box, where you can view and manage all of your assigned person & organization profiles.
Below your Current list of Assigned Profiles is the Current list of Assigned Projects box, where you can view and manage all of your assigned projects.
Each profile allows you to log your interactions with that person or organization. Whether it's an email, phone call, or in-person meeting, you can keep track of your entire history with each stakeholder. This not only makes it easy to review your past activity and collaborations with stakeholders, but it can also help you better plan and offer new services.
New email interactions can be automatically added to a profile by including the System Email address in the emails being sent to the profile. If you include the System Email in the BCC, CC, or To field (it can go in any, but it's probably a good idea to keep it as a BCC so that it isn't visible) for emails being sent to a profile, LibCRM will record that email interaction automatically.