Overview
In Dazos CRM, you can tag a group in a comment (e.g., @Admissions Team) to notify all members at once. When a group is tagged, members receive an in-app bell notification and/or an email alert based on each user's individual notification preferences.
Before group tagging will work, the group must first be created by the Dazos Support team. This is not something that can be self-configured inside the CRM.
Before You Begin
Group tag notifications require the group to be created on the backend by Dazos Support — you cannot create notification groups yourself inside the CRM.
Once the group exists, tagging works immediately for all members assigned to it.
Each member's notification delivery (in-app, email, or both) is controlled by their own individual user notification preferences.
Steps
Contact Dazos Support to request the creation of a notification group. You can reach support via the messenger icon in the bottom-right corner of the CRM.
Provide the following details in your support request:
Desired group name (e.g., Admissions Team, Intake, Outreach)
Full names and/or email addresses of all members to be added to the group
Wait for confirmation from the Dazos Support team that the group has been created and members have been added.
Test the group tag by typing @GroupName in a comment on any CRM record and submitting it. Members should receive a notification based on their individual preferences.
Verification / Expected Result
After the group is created and a comment tag is submitted, members of the group will receive an in-app bell notification in the top-right corner of the CRM. If a member also has email notifications enabled in their profile, they will receive an email alert as well.
✅ The group tag is working correctly if members see the alert appear in their CRM bell icon after someone posts @GroupName in a comment.
Managing Individual Notification Preferences
Each user controls whether they receive in-app notifications, email notifications, or both when tagged. To receive only in-app (bell) notifications and no emails, a user can turn off their System Email Notifications toggle in their profile settings.
To adjust notification preferences, each user should:
Click their name or avatar in the top-right corner of the CRM to open their profile.
Locate the System Email Notifications toggle.
Toggle it off to stop email alerts while keeping in-app bell notifications active.
Save the changes.
⚠️ Note: Notification preferences are per user. Each member of the group must adjust their own settings independently. Changes only apply to future notifications — not past ones.
Troubleshooting / Common Errors
Group tag not triggering any notifications: Confirm with Dazos Support that the group has been created and the correct members have been added.
Member not receiving in-app notifications: Verify the user is logged into the CRM and check that their profile is active.
Member receiving emails but not wanting them: The user should turn off the System Email Notifications toggle in their own profile (see steps above).
Cannot find notification settings in user profiles: Group creation and notification setup require backend configuration by Dazos Support. Self-service group management is not available in the CRM interface.