How to use search and notifications

Before you start

• You must already be inside IMPULSO from a computer.
• Search and the notification bell appear in the top right.
• Typing in search does not change data; it only helps you find information.
• Do not use Mark read if you still need to keep the pending count.

1. Locate search and the bell

1. Look at the top right of IMPULSO.
2. Find the Search... field.
3. Next to search, you will see shortcuts like Impulso AI, the notification bell, and help.

Account details are hidden in this guide for privacy.

2. Search for a customer or document

1. Click Search....
2. Type a word, name, document number, or reference, for example Q-5.
3. If results appear, review the type before opening one.
4. Use the visible filters to narrow search by Customer, Job, Quote, or Invoice.

3. Review notifications

1. Click the bell.
2. Review the Notifications panel.
3. Read the notification type, such as visit assigned, quote accepted, quote viewed, invoice paid, or invoice viewed.
4. If you only want to review without changing the count, do not click Mark read.

4. Safe actions on this screen

1. Searching and filtering results is safe because it only looks up information.
2. Opening the bell to read notifications is safe.
3. Avoid Mark read until you know you no longer need the pending indicator.
4. Before opening a result or notification, confirm it matches the correct customer, job, or document.

5. States you may see

These states help you understand what needs attention and what is only a search filter.