Notifications

In Zoho FSM, there are two types of notifications:

System Notifications
Custom Notifications

System Notifications

Available in Editions: All Editions

Through the system notifications, users will get notified about relevant updates. The notifications may be of events that require action from the user (e.g. an estimate is approved) or might just convey some information (e.g. notes are added to an appointment). The notifications can be viewed both on the web and mobile app.

The user who initiated the event that triggered the notification will not receive the notification.

Notification Settings

Permission Required: Notifications

There are settings by which you can turn on or off specific system notifications and manage the recipients of those notifications. By managing system notifications effectively, you can ensure that you receive important updates while minimizing distractions from less critical alerts.

Following is the list of system notifications for which these settings are available:

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 exceeds the specified limit.	Anyone with an Administrator profile.
	When the count of service appointments scheduled for the upcoming batch of a Scheduled Maintenance exceeds the available (purchased) service appointments for the month Or When the creation of service appointments for the scheduled maintenance plans fails when you have used up all the available (purchased) service appointments.	Anyone with an Administrator profile.
	When the APIs used exceed the specified limit. Please refer to the pricing page for the Daily call limit for APIs.	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 Desk is enabled/disabled using the extension Zoho FSM for Zoho Desk.	Anyone with an Administrator profile.
	The integration between Zoho FSM and Zoho CRM is enabled/disabled using the extension Zoho FSM for Zoho CRM.	Anyone with an Administrator profile.
	When the number of records that failed to sync between Zoho FSM and Zoho CRM exceeds the specified limit.	Anyone with an Administrator profile.
	When the number of records that were deleted during sync between Zoho FSM and Zoho CRM exceeds the specified limit.	Anyone with an Administrator profile.
	The data sync between Zoho FSM and Zoho Books/Invoice is enabled/disabled.	Anyone with an Administrator profile.
	When the number of records that failed to sync between Zoho FSM and Zoho Books/Invoice exceeds the specified limit.	Anyone with an Administrator profile.
	When the number of records that were deleted during sync between Zoho FSM and Zoho Books/Invoice exceeds the specified limit.	Anyone with an Administrator profile.
WhatsApp	To notify users when the status of a WhatsApp template changes after it has been created.	Anyone with an Administrator profile.
Field Agent Service Appointment Confirmation*	When a field agent is assigned a service appointment and they need to accept or reject it.	The assigned field agent
	When a field agent accepts the service appointment assigned to it.	The user who dispatched the service appointment.
	When a field agent declines the service appointment assigned to it.	The user who dispatched the service appointment.
	When the assigning user pulls back the service appointment before the field agent responds.	The assigned field agent
	When no action is taken within the configured expiry period and the service appointment is unassigned from the field agent.	The assigned field agent and the user who dispatched the service appointment.
Others	A user is tagged in a note.	The tagged user.

*This section will be shown only when the transaction setting Field Agent Appointment Confirmation is enabled.

Note: Ensure that you have not blocked notifications in your browser settings.

To manage these settings:

Navigate to Setup > Channels > Notifications.
Click on an entry, make the necessary changes, and click Save:

Enable or disable the notification for the chosen scenario by selecting Enabled or Disabled for the Status field.
Choose the Recipients. You can choose users based on a particular profile, individual users, or users relevant to the given scenario.

Custom Notifications

Available in Editions: Standard, Professional, Premium

You can use the Notification API to send custom notifications.

Notifications Panel

To view the notifications, click the notifications icon [

] in the top right corner of the screen. Click on a notification to navigate to the associated record. You can individually mark a notification as read or use Mark all as read. All the notifications that a user receives when they are tagged in a note will be listed under the tab Mentions. Use

to mute the notifications. Click on

to navigate to the Notification Settings page.

Zoho FSM | Notifications

Notifications

System Notifications

Notification Settings

Custom Notifications

Notifications Panel