What types of notifications can I set up while creating a task or meeting?

What types of notifications can I set up while creating a task or meeting?

While creating a task or meeting in Zoho CRM, you can set two types of reminders: 

  • Alert through Email: Select this option to receive reminders for your tasks or meetings through email.

  • Alert through Pop-up: Select this option to receive pop-up reminders for your tasks or meetings.


    • Related Articles

    • Types of Custom Fields

      In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...
    • Zia Notifications

      Staying ahead of all the latest updates that come in from different resources is crucial for any business. If you have been using Zia to gain meaningful insights to improve your sales, then you might also want to take advantage of its notifications ...
    • How to add a task? For example, a task to set up a meeting. I do not see any action buttons to do this.

      By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately as a button inside the ...
    • Creating Webhooks

      Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
    • Mega Meeting

      Mega Meeting is a web conferencing software which allows you to set up an online meeting with remote participants. Integrating Mega Meeting with your Zoho CRM account will allow you to create online meetings from Zoho CRM itself. When you create ...