Email Notifications

Email Notifications

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Portal Configuration section, and click Email notifications.
  3. Navigate to the Preference tab.
  4. Select Portal/Client users to exclude them from receiving email alerts, and click Update.
  5. Navigate to the Portal Users tab if you want to manage the default email notifications for portal users.
    1. Navigate to the Client Users tab if you want to manage the default email notifications for client users.
  6. Toggle switches to manage Task notifications for the tasks created by you and assigned to you.
  7. Toggle switches to manage Milestone notifications for the milestones created by you and assigned to you.
  8. Toggle switches to manage Other notifications for the time logs created by you or any messages from the forum or when a new document is uploaded.
  9. If you wish to receive emails by default for all the activities in which you are involved, switch on the Notify me for all my activities options.
  10. You can receive emails at a frequency set by you. Choose the frequency in the Set email frequency section.
The changes are automatically saved. To return to another setting, navigate to any other section as you wish and click it.

          
Under the Preference tab, enable the checkbox to allow all the users to exclude all the email notifications.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Notifications - Issue Tracker

                                                                                                        Notifications allow you to inform the respective project users about the issue. You can notify the assignee, reporter or selected resources in the project. You can set the default notification pattern for issues. You can configure parameters like ...
                                                                                                      • Email Templates For Issue Notifications

                                                                                                        Communication plays a significant role in project management. Emails have become handy in the business world to communicate effectively. Zoho Projects very well understands this fact and it provides Email Templates to customize the automated emails ...
                                                                                                      • Notifications

                                                                                                        Stay up to date in the project with the help of notifications. Click in the top band and view the latest updates in the project. You can also navigate to a specific work item from the notification panel itself. Click Mark all as read to mark all ...
                                                                                                      • Email Alerts & Templates

                                                                                                        Email alerts are notifications that are sent to the selected users (user roles or project users or client users). When an email alert is associated with a blueprint, it is automatically sent to the specified users after the transition is complete. ...
                                                                                                      • Email Alerts & Templates for Projects

                                                                                                        Email alerts are notifications that are sent to the selected users (user roles or project users or client users). When an email alert is associated with a workflow, it is automatically sent to the specified users the rule is triggered. Email ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources