1. Confirm Your Notifications
The first step in troubleshooting Notifications is to make sure you're subscribed to the specific types of notifications you care about and are expecting to receive.
Begin by navigating to your "Notification Settings". This is done one of two ways:
Selecting "My Account" from the menu on the left and choosing "Notification Settings"
Click the message icon in the top-right corner, then select "Notification Settings" from the dropdown.
2. Check Notification Delivery Method
For each notification type, you can choose how you want to be notified. If you are not receiving Notifications it is best to double check that you are set up to receive the Notification in a method of your choosing. Here are the options for Notifications and what they each mean:
In-App Notifications
Appears inside the Hona web app or browser extension.Email (Immediate)
Sends a real-time email notification when an event occurs.Daily Digest
Sends a once-a-day summary email of all selected events.Weekly Digest
Sends a weekly summary email.Push Notifications
Sends a push notification to your phone. This step requires additional setup. Here are the instructions for enabling Push Notifications if you choose this method.
Troubleshooting Tip:
Not getting emails? Make sure your Email (Immediate) setting is enabled and check your spam folder.
Too many emails? Consider switching to Daily or Weekly Digest instead.
3. Use Filters to Reduce or Target Notifications
If you’re receiving notifications that aren’t relevant to you—or not receiving ones you expected—check how your filters are set up.
Available Filter Options:
Where I am the Primary Contact
You’ll only get notifications if you are listed as the main point of contact on a project or lead.Where I Have Specific Role(s)
Choose one or more roles (e.g., Case Manager, Intake Specialist). You’ll only receive notifications when you have that role on the project.Roles can be configured in Company Settings > Team.
All Projects
You’ll be notified for every relevant event on any project, regardless of your involvement.Use with caution—this can lead to high notification volume.
Where I am on the Team
You’ll be notified any time an event occurs on a project where you are listed as a team member (not necessarily the primary contact).
Troubleshooting Tip:
If you're not getting notified, check whether your filter is too restrictive or set up to the wrong option.
If you're receiving too many notifications, try using the Primary Contact or Specific Role filters.
4. Double Check Team Role In Hona
If your notifications are set up to notify you based on your role you will need to make sure the role is created and mapped in Hona. This can only be done by an Admin Hona user. Here are the steps to check the team roles:
Select "Company Settings" from the side menu and select "Team".
Scroll to the last section with the heading of "Team Roles"
Any roles that have been previously set up will display here. Selecting "Show Potential Roles" will display roles that are set up in your CRM that have not been set up and Mapped in Hona.
Add Missing Roles if they are not shown
Check the Mapping for these roles by clicking on the one in question and confirming that the CRM Name contains the correct role mapping. Add/edit mapping if it is incorrect or does not contain your CRM role.
5. Check the Team on the Project
Once you have confirmed your notification settings are correct and the team Roles exist, you will want to make sure that you are listed on the team for the project. To do this you will:
Find the project you should be getting notifications for and select it.
Select the "Team" tab
All team members will be listed here with the Role listed to the right of their name (if a role has been assigned and mapped)
If your role is not displayed you will need to double check your CRM to make sure you are listed with a mapped role and then sync the project with Hona.
6. Still Not Working as Expected?
Here’s a quick checklist:
✅ Confirm that the specific notification type is enabled
✅ Make sure the correct delivery method is selected
✅ Review your filter settings
✅ Check your email spam or junk folder
✅ Ask an admin to verify your assigned role or team association on the project
Need More Help?
If you’ve confirmed your settings and still aren’t receiving notifications correctly, reach out to our support team at [email protected]. Be sure to include:
Your name and company
Which notifications you expected to receive
A brief description or screenshot of your current settings and filters
We’re happy to help ensure your notifications are set up just the way you need them.