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Notifications

Lime CRM notifies users when one of these things happen:

  • The user, or a group that they user belongs to have been "mentioned" by a colleague.
  • The user have been "assigned" as something (e.g. as Responsible or Assignee on a card).
  • There as been an update on an object that the user "follows".

Mention

When you write a History Note in the Activities feed, the Mention feature enables you to notify a coworker directly, by typing @ followed by their name — like @Art Vandelay. It’s a quick way to notify someone, get their attention, and bring them into a conversation.

Who You Can Mention

You can mention:

  • Individual coworkers – like @Art Vandelay.
  • Groups – like @Sales Sweden.

A group is defined as any relation field on the coworker card that is not a coworker field. For example, if coworkers are linked to a team, department, or location — those can be mentioned as groups.

What Happens When You Mention Someone

  1. Type @ and a name – Suggestions will appear as you type.
  2. Select a coworker or a group – Pick from the list.
  3. They get notified – Mentioned people get a notification (🔔) within CRM with a link to the object where their name is mentioned.
  4. They can respond quickly – They can jump straight into the Activity and reply.

Assign

The Assign feature notifies Coworkers when set as responsible for something — like a To-do, Deal, or Ticket. Instead of mentioning someone in a note, you assign them directly in a designated field.

Where You Use Assign

You can Assign a Coworker using specific coworker fields on a card — for example, fields like Coworker, Responsible, or Handled by. These are built to track who’s in charge of the item.

Who You Can Assign

You can only Assign individual Coworkers, not groups. The field must be a coworker field — meaning it’s a relation field set up to store a Coworker.

If you want to notify a group or keep someone in the loop (without assigning responsibility), use a mention in Activities instead.

Turn off for specific fields

Warning

Note that often automated "assigns" can create a spamy experience, instead of sending helpful signals to coworkers!

For example, you might have an integration that sets a Coworker on every Invoice Row, which leads to a notification for every Invoice Row. It is highly recommended to turn off the Assign feature for that specific Coworker field.

You can easily do that in Lime Admin -> Views -> Card -> {Concerned field} -> Uncheck Notify chosen coworker

Follow

The Follow feature empowers you to stay updated on a specific object — like a particualr Deal, Ticket, or Customer. In other words, you can "subscribe" to receive updates about a record which interests you.

When you follow something, you’ll be notified when posts are added to its Activities feed. For instance, you might follow a deal you helped hand off, a ticket your team is collaborating on, or a task you’re interested in seeing resolved.

Automatic Mentions and Assigns

You can automate Mentions and Assign into your workflows. For example:

When a Deal reaches the stage "Quote" and the Value is greater than 100 000, Mention the Responsible's manager and ask them to take a look.

or

When a Deal reaches the stage "Quote" and the Value is greater than 100 000, Assign the Responsible's manager in the field Manager to review.

by Mentioning or Assigning Coworkers, CRM will automatically notify them.

How to automate a Mention

  1. Create and Automation that creates a History note.
  2. In the note of the History note, insert the mention by writing this and replace what is between the {}
<limebb-mention limetype="coworker" objectid="{id of the coworker you want to mention}"
href="object/{parent lime type}/{parent lime object id}">
@{coworker's name}</limebb-mention>

The result could look something like this:

<limebb-mention limetype="coworker" objectid="1016" href="object/deal/4955">
@Art Vandelay</limebb-mention> Could you please have a look?

Lime CRM will render this as

How to automate an Assign

Automationg an Assign is as easy as update a Coworker field to the value you want.

FAQ

Q: Can I make Notification appear "outside" CRM, as an email, push notification or in our instant messaging app?

A: Not yet, no. Notfications are consumed in CRM's Notification center.

Q: Can I exclude certain users, for instance integration users, to use Assign?

A: Not possible, no. You can turn Assign off for certain fields and instead automate mentions when the update was not made by an integration user.