Is there a way to communicate with my team regarding a Service Appointment, Work Order, Asset, or Customer in Zoho FSM?
Yes, Zoho FSM allows internal team communication using Notes with @mentions on records like Service Appointments or Work Orders.
To communicate with your team regarding an appointment:
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.
Notes with @mentions serve as the primary method for internal communication on records.