Search, Notifications & Activity Logs

Three cross-cutting tools help you find things, stay informed, and audit what changed — all working across every module rather than being specific to one.

Global search

Use the search bar to look across CRM, MoneyPro, TaskPro and every other module at once. Results are scoped to what you have permission and subscription access to — a search never surfaces a record you couldn't otherwise open.

Notifications

The notification bell shows unread counts for things needing your attention — an approval waiting on you, an activity reminder, a mention in a comment. Mark all as read once you've caught up.

@Mentions

Mention a teammate in a comment (on a lead, deal, task, meeting or call) to notify them directly — see Activities.

Activity reminders

Set reminders on tasks, meetings and calls; they fire as in-app notifications ahead of the due time.

Activity logs (audit trail)

Logger gives a cross-module audit trail of who changed what, when. Individual records also carry their own activity log — see, for example, Employees' change history, or an Activity's own audit trail.

Tips

• Use global search before assuming a record doesn't exist — it's faster than navigating to the specific module and filtering.
• Check Logger when investigating an unexpected change to a record — it's the single place cross-module changes are recorded, rather than hunting through each module's own history separately.