In Zoho People, it is easy to keep the users or managers or the required teams notified about the changes made in the system. For eg. When new employees are joining your Organization, it is easy to inform all the existing users through a 'Welcome Aboard' notification email, that can be configured for the Employee form and for the create action.
View Existing Mail Templates
To check out the available email templates configured in your account, please follow the below steps :-
- Login as Admin.
- Click on 'Setup' at the top.
- Choose 'Alerts' option.
Create New Mail Alert
The mail alert notifications can be configured different form actions like :-
- Create Record
- Edit Record
- Delete Record
- Approve Record
- Reject record
To configure the email alerts,
- Click on Setup at the top of the Admin account.
- Click on Alerts.
- Choose 'Add Alert'.
- Pick the form for which the email alert is to be configured.
- Choose the form action on which the email alert is to be triggered.
- Fill out the email template.
- Click on 'Save'
Edit Mail Alert
To edit the mail alert, please follow the below steps :-
- Login as Admin.
- Click on 'Setup' at the top.
- Choose 'Alerts' option.
- Pick an alert to edit.
- Click on 'Edit' option.
- Modify the template.
- Click on 'Save'.
Enable/ Disable Mail Alert
To enable/ disable a mail alert, please follow the below steps :-
- Login as Admin.
- Click on 'Setup' at the top.
- Choose 'Alerts' option.
- Pick an alert to enable/disable.
- Click on the Enable/ Disable icon.
Delete Mail Alert
To delete the mail alert, please follow the below steps :-
- Login as Admin.
- Click on 'Setup' at the top.
- Choose 'Alerts' option.
- Pick an alert to delete.
- Click on the Delete icon 'X'.
