Notifications
In Zoho FSM, there are two types of notifications:
- System Notifications
- Custom Notifications
System Notifications
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: NotificationsThere 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 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. |
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
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.
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