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In-app Notifications

Zoho Books lets you create in-app notifications to notify your users of an event or a significant activity that has taken place in your organisation. You will be able to set this for all the modules and also choose when to trigger the notification.

Scenario: The sales team has made a sale worth $100,000 in your organisation. All the admins and users of the organisation may not be aware of the sale. Triggering an in-app notification for invoices whose total is above the organisation’s average sale value notifies all the users of the organisation.

Create In-app Notifications

To associate in-app notifications with workflow rules, you must first create them. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • In the Workflow Actions pane, select In-app Notifications.
  • Click + New In-app Notification in the top right corner.
  • Enter a Name for the notification.
  • Select the required Module.
  • Select the Recipients. You can select users, roles, and associated contacts.
  • Enter the Message to be displayed as the notification. Click Insert Placeholders to add dynamic values to the message.
  • Click Save.

The next time the workflow is triggered, the selected recipients are notified in the Notifications icon. Click it to view the details.

Notification

Associate In-app Notifications with Workflow Rules

The in-app notifications you create should be associated with workflow rules so that they are triggered automatically when the required conditions are met. To associate in-app notifications with workflow rules:

  • Go to Settings.
  • Select Workflow Rules under Automation.
  • Click + New Workflow Rule in the top right corner.
  • Enter the necessary details. See Workflow Rules.
  • Under Actions, choose In-app Notifications as the Type and select the notification you want to associate with the workflow rule.
  • Click Save.

Now, whenever the criteria is met, the workflow rule will be triggered, which in turn will trigger the in-app notification.

Edit In-app Notifications

If you want to update the details of an in-app notification, you can edit it. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • In the Workflow Actions pane, select In-app Notifications.
  • Hover over the in-app notification you want to edit, click the dropdown to the right, and select Edit.
  • Make the necessary changes and click Save.

Filter In-app Notifications

You can find in-app notifications easily by filtering them by the module for which they were created. To filter:

  • Go to Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • In the Workflow Actions pane, select In-app Notifications.
  • Under Module, select a module from the dropdown. The in-app notifications created for the selected module will be displayed.

Delete In-app Notifications

Warning: Deleting an in-app notification is permanent and cannot be undone. If the in-app notification is associated with a workflow rule, the workflow rule will not be executed.

If you no longer require certain in-app notifications, you can delete them. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • In the Workflow Actions pane, select In-app Notifications.
  • Hover over the in-app notification you want to delete, click the dropdown to the right, and select Delete.
  • Confirm your action by clicking Delete in the pop-up.
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