Is there a way to communicate with my team regarding a Service Appointment, Work Order, Asset, or Customer in Zoho FSM?
Open the record.
Go to the Notes tab.
Click Add Note.
In the note content, type @ followed by your teammate's name.
Select the correct name from the suggestions.
Enter your message and click Save.
The tagged team member will receive an in-app notification.
You can also attach relevant files to the note to give more context.
Access your files securely from anywhere
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