The Notifications page is where you set your timezone and decide which email alerts AdvantaCRM sends you. All alert emails come from [email protected].
Tip: Add [email protected] to your contacts or safe-sender list so your alerts don't land in spam.
Getting there
From the left sidebar, click Settings, then choose Notifications from the settings menu.
Unlike some other settings pages, there's no save button here — your changes take effect as soon as you make them.
Timezone
Set your Timezone from the dropdown. This determines when time-based emails actually go out: it's used for alert reminder emails and daily date-based automations, so their send times follow this zone. Keeping it accurate is what makes a "9 AM" reminder arrive at 9 AM your time.
Alert reminders
When on, AdvantaCRM emails you at the exact date and time you set for each alert. Once the email sends, that alert auto-resolves so you're not left clearing it manually. Toggle this off to stop alert reminder emails.
Turning 65 alerts
When on, you'll get milestone emails as each client approaches Medicare eligibility — at 3 months, 2 months, and 1 month before their 65th birthday. These are your heads-up to start the conversation in time. Toggle off if you'd rather track aging-in another way.