Welcome to Portal
Category | Description | Default Recipient(s) |
Estimates | When an estimate is approved, rejected, or becomes expired. | Estimate Owner |
Appointment Management | When a service appointment is dispatched or when a service resource assigned to a service appointment is removed. | The service resources who have been assigned to or removed from the service appointment. |
When a note is added to a service appointment or an existing note is edited. | All the service resources assigned to the service appointment. | |
When any of the following actions are performed on a service appointment: - Start Work - Complete Work - Terminate | All the service resources assigned to the service appointment. | |
When a service appointment is rescheduled. | All the service resources assigned to the service appointment. | |
Service Resource Management | When a service resource applies for a time off. | Anyone with an Administrator profile. |
Administration | When a data import initiated from a module is completed. | The user who initiated the import. |
When the service appointment or invoice usage limit exceeds 80%. | Anyone with an Administrator profile. | |
Sensitive Operations | When a data export initiated from a report is completed. | The user who initiated the export. |
Integrations | The integration between Zoho FSM and Zoho CRM is enabled/disabled using the extension Zoho FSM for Zoho CRM. | Anyone with an Administrator profile. |
The data sync between Zoho FSM and Zoho Books/Invoice is enabled/disabled. | Anyone with an Administrator profile. | |
The integration between Zoho FSM and Zoho Desk is enabled/disabled using the extension Zoho FSM for Zoho Desk. | Anyone with an Administrator profile. | |
Others | A user is tagged in a note. | The tagged user. |
Subscribe to receive notifications from this article.