24 Sep How Notifications Work
Applicable accounts: ‘Regular’ Account ‘Enterprise’ Account
What are they?
Notifications are a simple way to send a short message to another FZM user. Just click the green “share” button on the top right of a form that looks like this:
Then type in your message and select who you want to send the notification to.
It is designed for messages that relate specifically to something in the FZM system, e.g. a Contact, a Franchisee, a Task, a Field Visit etc. For example, you have just entered a note against franchisee and you want Joe to know about it. Or a recruitment candidate just got interviewed and now you need to let HR know. Or a field visit that the Ops Manager should know about.
When you send a notifications it will appear on your homepage, or on the activity bar, of the person you sent it to. They can right click on the notification to go straight through to the related record, i.e the field visit or the note etc. You can also right click and archive the notification to remove it from view or mark it as read.
But what if I haven’t logged into FZM, how will I know about my Notifications?
Well we haven’t left email out entirely, every user can choose if they want to get sent an email immediately when they receive a notification. You can choose your own frequency, such as “immediately”, or “daily” or “never”.
Why use them?
- It’s easy to send a notification
- It’s all within FZM, there is no need to switch to email
- It’s “contextual” – this mean your recipient knows exactly what/who you are talking about, the visit/note/franchisee etc.
- You’re helping everyone by getting rid of emails and are one step closer to achieving that mythical “zero-inbox”