Activity
Read what happened in the workspace and choose who hears about each kind of event, in the app and by email.
Updated 23 September 2026
- Why
- The team should hear about the moments that matter without watching every screen.
- What
- Every action recorded, and the notifications your team and your customers receive, each tuned per kind.
- How
- Each kind ships with a setting for the app and for email, which you, or each person, can change.
Where it appears
| Area | What you see | Brought by |
|---|---|---|
| AI | A new request from a connected inbox, in the bell | Every workspace |
| Quotes | Sent, opened and accepted, each a notification | Sales Engineer, Design Engineer, Service Centre, Wizard, Commerce and Source |
| Orders | Every status move on the order's trail, with its reason | Sales Engineer, Design Engineer, Service Centre, Wizard, Commerce, Route, Source and Machinist |
| Customers | An Activity tab of the customer's quotes and orders | Every workspace |
| Suppliers | A price moved notification when a list activates | Source |
| Catalogue | Import finished or failed, in the bell | Sales Engineer, Wizard, Commerce, Source and Stock |
| Stock | Counts, locations and movements recorded to the activity stream | Stock |
| Servicing | Each move a service event and a trace event, together | Service Centre |
| Wizard | No match and website run notifications | Wizard |
| Machinist | Nest cut and stock low notifications from the plasma shop | Machinist |
| Route | Delivery completed recorded with the signature, and a webhook | Route |
| Inspect | A new signal on a tracked company, in the bell | Inspect |
| Commerce | Your website's activity, in the bell | Commerce |
The bell and the Activity page
The bell on every screen holds your notifications. Open /app/activity for the full list, ranked by what needs a decision first:
| View | Shows |
|---|---|
| Notifications | Your notifications, by priority or newest first, filtered by area |
| Team | Who opened which screens and what they did; admins and owners only |
| Setup | The setup steps, ticked off as the work is done |
| Customers | What your own customers did on your customer surface |
Choose who hears what
- Step 1.
Open
/app/settings/notifications(admins). - Step 2.
Under To your team, set each kind In the app, and its email to Off, Straight away or In the daily digest.
- Step 3.
Under Who, give one person their own setting for that kind.
- Step 4.
Under To your customers, Edit the message a customer receives and Preview it against one of your records.
Each kind ships with a setting. As a rule the critical ones email straight away, the important ones go in the daily digest and the rest stay in the app.
Related
- MonitoringSet a monitor on an area so the team hears when a quote, order, stock line or delivery needs attention.
- SettingsKnow what each settings section holds and who can open it.
- Customers onlineSee who uses your customer surface and switch the customer AI on or off.
- Getting helpAsk in the AI area, read the docs, or open a ticket for the team.