Notification Center

Access your activity feed through the Notification Center to stay informed about messages, forms, contracts, and more.

What is the Notifications Panel?

The Notifications Panel is a side panel that appears when you click the bell icon at the top of your screen. It serves as your central hub for viewing recent activity across Unificus that involves you—including Messages, Form submissions, Contract activity, Project Notes, Support Tickets, Workflow assignments, and more.

This panel works the same for all user types: Owners, Team Members, Clients, Contact Persons, Leads, and Affiliates. You’ll only see notifications tied to your own activity stream.

How do I open the Notifications Panel?

Select the bell icon in the top bar to slide open the panel from the right side of your screen.

The badge on the bell shows your unread count at a glance:

Displays the exact number when you have 9 or fewer unread items
Shows 9+ when you have more than 9
Disappears when you have zero unread notifications

To dismiss the panel, click the bell icon again, click outside the panel, or select the close button inside it.

TIP: The badge refreshes in real time as new notifications arrive—no page reload needed.

How do I switch between All and Unread?

Two tabs sit at the top of the panel: All and Unread. The Unread tab displays a small count badge showing your current unread items.

All: Displays your complete notification feed, including both read and unread items.

Unread: Shows only notifications you haven’t read yet.

Select either tab to switch between views. Your chosen tab updates instantly, and any active filters continue to apply.

TIP: When you mark an item as read while on the Unread tab, it remains visible until you switch tabs or close and reopen the panel. This prevents the list from jumping around as you review notifications.

How do I read a notification row?

Each notification row follows the same layout for easy scanning:

Avatar (left): The Staff member, Client, or Contact Person who triggered the notification. A first-letter placeholder appears if no photo is available.
Sender name and message (middle): Up to three lines of text describing the activity.
Relative timestamp (bottom-right): When the notification arrived, displayed in plain language like “5 minutes ago” or “2 days ago”.

Select any row to navigate directly to the related item—such as a Message thread, Contract, Form submission, or Project.

How do I mark a single notification as read or unread?

On a desktop, hover over the top-right corner of any row. On a touch device, tap that area.

Mark as read / Mark as unread: Switches the read state for that notification.

TIP: Changes happen immediately with no confirmation or loading spinner. If the update fails to save, the row reverts and a brief error message appears so you can retry.

How do I pin a notification?

Reveal the action menu on the row (hover or tap the top-right corner) and select Pin. The row animates to the Pinned section at the top of the panel.

Pinned notifications remain at the top regardless of age, keeping important items within easy reach. To remove a pin, open the row’s actions again and choose Unpin; the row animates back into the Recent list in its proper date position.

Pinning is separate from read status. A pinned notification can be read or unread, and pinning doesn’t affect your unread badge count.

TIP: Some notification types auto-pin themselves, such as Workflow assignments. You can manually unpin these, and they won’t re-pin on the next refresh.

How do I mark all notifications as read?

Select the Mark all as read icon in the top tab row of the panel.

This clears all unread notifications across your entire Unificus account, not just the currently visible rows. Your bell badge clears, the Unread tab badge shows zero, and the colored left-edge bar fades from every row.

This action hides itself when there’s nothing to mark as read.

IMPORTANT: Mark all as read executes immediately without a confirmation prompt. It applies to your full unread set across the Portal.

How do I filter notifications?

Select the filter icon in the top tab row to open the filter menu.

Three filter options are available:

From User/System: Multi-select. Pick one or more senders, including a System option for platform-generated notifications.

Type: Multi-select. Choose one or more activity categories, such as Messages, Contracts, Workflows, Project Notes, or Support Tickets.

Created: Date range. Set a From and To date to narrow results to a specific window.

Filters combine with your active tab using AND logic. For example, selecting Type = Message while on the Unread tab shows only unread Message notifications.

Use Clear all inside the filter menu to reset your choices. Closing the panel also clears the filter automatically, so your next visit starts fresh.

TIP: New notifications arriving in real time while a filter is active still come through behind the scenes. If they match your filter, they appear immediately. If not, your bell badge updates so you know something arrived, and they’ll display once you adjust or clear the filter.

How is the list ordered, and what is the Earlier sub-label?

Notifications sort newest-first within each section. Pinned items appear above unpinned ones, and the most recent notification sits at the top of each group.

Within the Recent section, you may notice an Earlier sub-label partway down. This is a visual divider separating notifications from the last 7 days from older ones. It doesn’t change the sort order—it just helps you scan the list quickly.

A banner at the very top of the Notifications Panel lets you enable or troubleshoot push notifications so you receive alerts even when Unificus isn’t open in your browser. The banner only appears when there’s something for you to act on.

The banner displays one of four states based on your device and browser:

Enable push notifications: Grant browser permission directly from the banner. Select Enable, then accept your browser’s prompt.
Install the app: On supported browsers, install Unificus as a desktop or mobile app for more reliable notifications. Select Install to begin.
Install on iOS: On iPhone or iPad, follow the on-screen steps to add Unificus to your Home Screen using Safari’s share menu.
Re-enable on this device: You’ve enabled push notifications in your account settings, but this specific device isn’t subscribed. Select Re-enable to subscribe it.

Each banner state also offers a Dismiss option to hide it for your current session.

What happens when there is nothing to show?

The panel displays a helpful empty state when your list is blank:

All caught up: Appears on the Unread tab when you have zero unread notifications but still have read items in your history.
No notifications yet: Appears on the All tab when your activity feed is completely empty.
No matches found: Appears when an active filter is applied and nothing in your feed matches your selections. Adjusting or clearing the filter brings results back.