Viewing and Actioning on Zoho Connect Smart Mails

Viewing and Actioning on Zoho Connect Smart Mails

In this article, we'll see how the Smart Mail functionality in Trident enables you to access live data from Zoho Connect to take data-centric actions through email notifications triggered from Connect.

Viewing Zoho Connect Smart Mails

To view a Connect email notification in the Live Data view:

  1. Click open the email notification.
  2. Switch to the Connect Live Data view in the top-right corner of the email detail view.

Interacting With Connect Posts

You can interact with a Connect post by liking, commenting, replying to comments, liking comments, and @mentioning contacts. 

Like

To like and show your approval of a Connect post in Trident, click the Like  icon under the Connect post.

Views

The number of times the post has been viewed is displayed beneath the post on the right side.

Comment

To comment on a Connect post in Trident:

  1. Switch to the Smart Mail view of the post you want to comment on.
  2. Click the Comment  icon below the post or scroll down to the bottom of the post to type in your comment. 
  3. Once you have typed your comment, click Post.

Notes: 

  • You can tag a team member in comments by @mentioning them.
  • You can richly format your comment and add attachments, images, and emojis.

Reply to a Comment

To reply to a comment:

  1. Go to the comment to which you want to reply.
  2. Click Reply.
  3. Type your reply in the comment textbox and click Post.

Edit a Comment

To edit a comment:

  1. Hover over the comment you want to edit.
  2. Click Edit. 
  3. Make the required changes and click Post. 


Delete a Comment

To delete a comment:

  1. Go to the comment you want to delete.
  2. Click Delete. 
  3. Click OK in the delete alert dialog that appears. 

Following a Post

The Follow Post option gives you every single update related to a specific post, regardless of whether you've participated in it. 

To follow a Connect post in Trident:

  1. Click open the Connect post you want to receive updates for.
  2. Click the More Options  icon on the top-right corner.
  3. Select Follow from the drop-down menu. 

Bookmarking a Post

The Bookmark option allows you to mark posts that are important to you as bookmarks and refer to them anytime you need in the Bookmark section in connect.zoho.com.

To bookmark a Connect post in Trident:

  1. Click open the Connect post you want to bookmark.
  2. Click the More Options  icon in the top-right corner.
  3. Select Bookmark from the drop-down menu. 

The Copy URL option enables you to copy the link of the post to the clipboard. 

To copy a Connect post's URL in Trident:

  1. Click open the Connect post whose URL you want to copy.
  2. Click the More Options  icon in the top-right corner.
  3. Select Copy Post URL from the drop-down menu.