Opt in to receive emails when tickets, opportunities, or tasks are assigned to you, and when someone adds a note or task on a record assigned to you. Settings are per-user and per-business.
Introduction
Why email notifications?
When someone assigns a ticket, opportunity, or task to you, or adds a note or task on a record already assigned to you, you may want to be notified by email so you can act quickly without checking the CRM constantly. Email notifications are opt-in and per-business—you control whether you receive them per business you work in.
What you get
- Email when assigned: A notification email when someone assigns a ticket, opportunity, or task to you
- Email when someone updates your record: A notification email when someone else adds a public note or a task on a ticket or opportunity assigned to you
- Direct link: The email includes a link that opens the record in the CRM (master-detail view)
- Localized: Emails use your preferred language (from your profile settings)
- No self-notification: When you claim a ticket, assign something to yourself, or add the note or task yourself, no email is sent
How to enable email notifications
Step-by-step
- Go to Settings (gear icon in the sidebar or navigation).
- Open Notifications (or navigate to
/[locale]/account/notifications). - Ensure you have selected the correct business (if you work in multiple businesses).
- Turn on Email when assigned—the toggle enables email for assignments and for notes or tasks added on records assigned to you.
- Save if needed. Preferences are saved automatically.
Per-user, per-business
Preferences are stored per user and per business. If you work in multiple businesses, you can enable or disable email notifications separately for each one. Each team member can choose their own preferences.
What triggers an email
Assignment events
You receive an email when:
- A ticket is assigned to you (by another user)
- An opportunity (deal) is assigned to you
- A task is assigned to you
- Someone else adds a public note on a ticket or opportunity assigned to you
- Someone else adds a task on a ticket or opportunity assigned to you
When you do NOT receive an email
- Your own action: When you click "Claim", assign something to yourself, or add the note or task yourself, no email is sent.
- Private notes: A private note is visible only to its author, so the assignee is not emailed.
- Opt-out: If you have not enabled "Email when assigned" for that business, no email is sent.
- Unassigned records: Notes and tasks on a ticket or opportunity with no assignee do not send this email.
Email content and links
What the email contains
- Subject: Indicates what happened (e.g. "Ticket assigned to you" or "New note on your Ticket").
- Body: Who did it, and which record. For a new note or task, the email includes the title (for example "Called the customer") and the ticket number when there is one. The note text and the task description are not included.
- Link: A "View in Piraja" link that opens the record directly in the CRM.
Language
Emails use your preferred locale from your profile. If you use Norwegian, the email will be in Norwegian. You can change your preferred language in your account or profile settings.
Best practices
Enable for busy teams
If you receive many assignments or work across tickets, opportunities, and tasks, enabling email notifications helps you stay on top of new work without constantly checking the CRM.
Disable when you prefer in-app only
If you prefer to see assignments only when you open the CRM, leave the toggle off. You can still see all assignments in the app; you just won't receive email alerts.
Keep your preferred language updated
Your profile's preferred language determines the email language. Update it if you change your working language.
Frequently asked questions
I enabled notifications but I'm not receiving emails
Check that:
- You enabled "Email when assigned" for the correct business (you may be in a different business).
- Someone else assigned the item to you (self-assignment does not send emails).
- Your email address is correct in your account settings.
- Check your spam folder.
Do I get an email when I claim a ticket myself?
No. When you use "Claim" or assign something to yourself, no email is sent. Self-assignment is excluded from notifications.
Can I get different notifications for tickets vs opportunities?
Currently, "Email when assigned" covers assignments and notes or tasks added on records assigned to you. You cannot separate them per entity type.
Can I change the email language?
Yes. Emails use your preferred locale from your profile. Change your profile language in account settings to change the email language.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Enable email notifications at Settings → Notifications. Turn on "Email when assigned" for each business where you want to receive emails. You'll get localized emails with direct links when tickets, opportunities, or tasks are assigned to you, and when someone else adds a note or task on a record assigned to you. You will not get an email for your own actions. For more on the modules, see Tickets, Opportunities, and Tasks.