Follow a client and get notifications

Follow a client in Tidyflow to receive Inbox notifications when that client’s contacts act: files arriving in shared folders or through the client’s upload link, and activity on client requests. You can follow clients yourself, see who else follows a client, and add or remove followers for your team.

How to follow a client

1. Go to the Clients section in the sidebar
2. Select the client you want to follow
3. Click the eye icon next to the client’s name (the tooltip says Follow)

While you are following a client, the eye icon is open and its tooltip says You follow this. Click the eye again at any time to unfollow and stop the notifications. The same eye icon appears on each row of the Clients list, so you can follow a client without opening it.

You follow a client automatically when you create it or import it. If you imported a large client list, you can unfollow the clients you don’t need in one step from the Clients list, as described under “Follow or unfollow many clients at once” below.

See who follows a client

Hover over the eye icon next to the client’s name to see how many teammates follow the client, for example “You and 2 others follow this”, or “Follow (2 following)” when you don’t follow it yourself.

To see each follower by name, open the client’s ⋯ menu and choose Followers. The Followers window lists every active team member, with Follows or Not following under each name. The ⋯ menu is on every client tab, including Overview, Jobs, Files, Notes and Billing.

Add or remove followers for a client

Any team member can change who follows a client, not only their own follow:

1. Open the client and choose Followers in the client’s ⋯ menu
2. Tick a team member to make them a follower, or untick them to remove them
3. Click Save

The bottom of the Followers window shows what will change, such as 1 to add, before you save. Team members are not notified when someone else adds them as a follower.

Follow or unfollow many clients at once

Use the Clients list to change followers for a whole group of clients, for example when someone takes over a portfolio, a new team member joins, or you want to stop following clients you imported:

1. Go to Clients and tick the clients you want to change. To include every client that matches your search and filters, click Select all in the banner above the list
2. In the bar at the bottom of the screen, click the eye icon (the tooltip says Followers)
3. In the Followers window, which shows how many clients you selected, tick or untick team members
4. Click Save

Each team member’s checkbox shows whether they follow the selected clients:

• Ticked: they follow all of the selected clients
• Dash: they follow only some of them, for example “Follows 3 of 4”
• Empty: they follow none of them

Team members you leave untouched keep exactly what they had. Click a dashed checkbox to set that person to follow all of the selected clients, click again to follow none, and click a third time to leave them as they were.

Who can follow a client

Only active team members can follow a client. Agent teammates and archived users are not listed in the Followers window.

A Standard user whose client access is set to Selected client groups or Assigned clients only can only follow clients they can open. If you add them as a follower of several clients at once, they follow only the ones they have access to, so notifications never reach someone who can’t see the client. For client access settings, see Understanding user roles and permissions.

What client followers are notified about

Users following a client receive an Inbox notification when:

• A contact uploads a file to that client from the client portal
• Someone sends files through the client’s upload link (see Client upload links)
• A contact completes or submits a client request
• A contact approves a document on a request, or requests changes to one
• A contact sends a late document after a request was completed

Files uploaded by your own team members do not trigger notifications.

Client request notifications also reach Job followers

Client request activity notifies followers of the Job that carries the request as well as followers of the client. Assigning someone to a Job makes them a follower automatically. Replies to an Ask client follow-up notify the team member who asked. Followers are also told when automatic reminders on a request stop after no reply, so a forgotten chase does not end quietly. For how request notifications are paced, see Send a client questionnaire.

What the notification looks like

The notification names the uploader, the file, and the client, for example:

Jane Miller uploaded MetaScape_Credit_Card_Statement_March_2025.pdf to MetaScape Marketing Group, Ltd.

Only users following the client receive it.

To choose which events email you, or to turn on desktop notifications for new inbox mail, see Choose how Tidyflow notifies you.