Help Center

Personal Notifications Preferences

You can customize which email notifications you receive from LeadCenter by visiting your Personal Notification Preferences page. Each user manages their own notification preferences, so team members can choose the alerts that match their role and responsibilities.

Notification Categories

• Contact Updates: Get notified for new contact entries, call transcriptions, contact pushes from Redtail and Wealthbox, incoming text messages, event registrations, Financial Questionnaire completions, RMD alerts, document uploads, and form submissions.
• Reporting: Receive daily, weekly, or monthly summaries of new leads.
• Tasks: Stay on top of your to-dos with daily task summaries, reminders, and updates on new or modified tasks.
• Appointments: Control which appointment-related emails are sent to you, including booked, updated, rescheduled, cancelled, client review, and 20-minute reminder alerts.

Important: Contact Updates notifications are sent to the Contact Owner only. This includes notifications like New contact assigned and other contact or lead update alerts. Assigned roles such as Scheduler, Writing Advisor, and Servicing Advisor do not receive these contact or lead update email or push notifications unless they are also the Contact Owner.

Appointment Notification Options

Use the Appointments section to choose which appointment activity emails LeadCenter sends to you.

• Appointment booked: Notifies you when a new appointment is booked with you.
• Appointment updated: Notifies you when an appointment's details are updated, including a change to its meeting location or type.
• Appointment rescheduled: Notifies you when an appointment is moved to a new time.
• Appointment cancelled: Notifies you when an appointment is cancelled.

The 20-minute appointment reminder and client review reminder remain separate options in the same Appointments section, so you can fine-tune each type of alert independently.

How to Update Your Preferences

1. Click your name in the top-right corner of LeadCenter.
2. Select Notification Preferences.
3. Scroll to the Appointments section.
4. Uncheck any appointment notification you do not want to receive.
5. Click Save.

Note: Appointment notification settings are personal to each user. Turning off an appointment notification only affects the emails sent to you. It does not affect confirmation, reschedule, or cancellation emails sent to clients.

These personal notification settings replace the legacy Shared Notification Settings for user-specific alerts. Shared settings can still be used to send alerts to external email addresses, such as group email accounts not linked to a user profile.