👥 Who can use it: All funeral home staff with a Parting Pro login (admin and team member roles).
1. The notification bell
The notification bell icon appears in the top navigation bar. When you have unread notifications, a badge shows the count.
🔔 Click the bell to open the notifications panel on the right side of the screen.
2. The notifications panel
The panel lists your recent case activity notifications. Each row shows what happened, which case it is for, and when.
Reading a notification: Click any row to mark it as read and go directly to the relevant part of the case.
Unread vs. read: Unread notifications appear with a visual indicator. Once you click a row or click "Mark all as read," the indicator clears.
Re-unread: If a notification you have already read receives new activity before you act on it, it will flip back to unread so you do not miss the update.
Mark all as read: Use the "Mark all as read" button in the panel header to clear all unread indicators at once. Archived notifications are not affected.
3. Archiving and deleting notifications
Archive a notification: Hover over a row and click the archive icon. The notification moves to the archived section at the bottom of the panel. You can still access it there.
Delete a notification: Open the archived section and delete a row permanently. Deleted notifications do not come back.
Clear all archived: Use the "Clear all archived" button to remove all archived notifications at once.
4. Filtering your notifications
Click the filter icon in the panel header to open the filter options.
Unread only - hides read notifications so you only see what needs your attention
Show archived - expands the archived section
5. What triggers a notification
Notifications are sent for case activity events. You control which ones you receive in your notification settings (see Section 6 below).
The event types you can be notified about are:
📁Digital forms
A family member completes a form
A family member completes the vitals information
A family member has requested the funeral director to sign a form
🪪 ID verification
An ID verification was successful
An ID verification was unsuccessful
📄 DC Working Copy
A DC working copy review was approved
A DC working copy review was returned with errors
📑 Invoice and Contract
A payment was received on a case
A contract was signed by a family member
📋 Order confirmation
A new at-need arrangement was placed
A payment was received on an existing at-need case
An imminent arrangement was placed
A pre-need arrangement was placed
6. Configuring your notification preferences
Go to Settings → Notifications
Each event type has two toggles:
In-app - controls whether the event appears in your notification panel inside Parting Pro. On by default for all case activity types.
Messages (SMS) - controls whether you receive a text message to your mobile phone when the event happens. This column is only active if you have a mobile phone number on your Parting Pro profile. If you do not see SMS as an option, go to Admin → Team, find your profile, and add your mobile number.
Toggle any event type on or off and your changes save automatically.
7. SMS notifications
When you have a mobile number on your profile and the SMS toggle is enabled for an event type, Parting Pro will send you a text message when that event happens on any case you are connected to.
To add or update your mobile number: go to Admin → Team, find your user, and update your phone number.
SMS messages are sent from Parting Pro's notification number. Standard carrier messaging rates may apply.
Frequently asked questions:
Do I need to set anything up to receive notifications? In-app notifications work immediately for all staff. For SMS, you need a mobile phone number saved to your Parting Pro profile.
Can I turn off all notifications? Yes. Go to Settings → Notifications and toggle off every event type you do not want. Your preferences are saved per user and do not affect your colleagues' settings.
Why do I see a lot of unread notifications when I first open the bell? This can happen after the notifications system is first enabled. Use "Mark all as read" to clear them if you do not want to review each one individually.
Are notifications shared with my whole team? No. Each person's notification panel shows only their own notifications based on their individual settings and role on the case.
Can my colleagues see my notification preferences? No. Notification settings are private to each user.
What does it mean when a notification flips back to unread? It means new activity happened on that same item after you marked it read. For example, if a payment notification was marked read but another payment came in for the same case, the row reactivates so you do not miss it.