With the help of Mail Alerts, get instant alert notifications about the changes made to your organizational account. As Zoho People supports multiple Administrators , any Admin in the organization has the privilege to add/edit/delete/approve/reject a record. Since it is not possible to know who made changes to what, we have made it easier for you to get notified via email instantly.
When an Administrator make changes to a record, an email will be sent to all recipients (who are in the mail alert configuration list) notifying about the changes made. You can also control which and what type of notifications you would want to receive by simply setting up criteria in Workflow.
Mail Alert is a one time configuration process. You just need to configure mail alerts once, in order to get notified automatically every time when a record is created, edited, created/edited, deleted, approved and rejected.
Only Administrators (those who have the 'Admin' role) can configure mail alerts. You can create mail alerts only for the forms that are available in your organizational account.
Configuring mail alert is very simple! You can configure custom mail alerts and send email notifications to individuals, group of users, managers, role based user groups, and departments. For example, you can configure mail alerts for the 'Employee' form and notify your employees when you add a new record (i.e., when you add a new employee record) so that your employees will be notified that a new employee has joined the organization.
Please follow the steps below to configure a mail alert.
You can control which and what type of notifications you would want to receive by simply setting up criteria in Workflow.
Please follow the steps below to configure a Workflow.
Edit Mail Alert
Enable/Disable Mail Alert
Delete Mail Alert