How do I set up activity notifications?

You can configure company-level and user-level notifications for activities. You also can set the default appointment reminder, and the default appointment duration, calendar view, and calendar start time.

Company-Level Notifications

For the entire company, you can specify whether users:

  • Receive notifications as owners of an activity
  • Receive notifications if they aren't the owners of an activity
  • Receive task notifications if changes are made to completed tasks

For both appointments and tasks, you can specify:

  • Whether users receive email notifications
  • Whether users receive notification messages in the notifications list
Note: If you enable email notifications at the company level, each individual user can still choose not to receive email notifications. If you enable notifications in the notifications list, each individual user can still choose not to receive notifications in the notification list.

Here are the profile options for setting up company-level activity notifications:

Profile Option Name and Code Default Value Description

Task Notification to Contacts and Consumer Customers Enabled

ZMM_ACTIVITY_TASKS_EXTERNAL_NOTIFICATION

No

Enables notifications to external participants when tasks are created, updated, or deleted

Appointment Notification to Contacts and Consumer Customers Enabled

ZMM_ACTIVITY_EXTERNAL_NOTIFICATION

Yes

Enables notifications to external participants when appointments are created, updated, or deleted

Disable Appointment E-Mail Notification

ZMM_ACTIVITY_DISABLE_EMAIL_APPT_NOTIF

No

Specifies whether to disable appointment email notifications

Disable Task E-Mail Notification

ZMM_ACTIVITY_DISABLE_EMAIL_TASK_NOTIF

No

Specifies whether to disable task email notifications

Disable Task Notification List

ZMM_ACTIVITY_DISABLE_LIST_TASK_NOTIF

No

Specifies whether to disable task notifications in the notifications list

Disable Appointment Notification List

ZMM_ACTIVITY_DISABLE_LIST_APPT_NOTIF

No

Specifies whether to disable appointment notifications in the notifications list

User-Level Notifications

You can set several profile options at the user level to control the behavior of notifications. The user preferences setting are stored in the profile options. Users can change their notification preferences in the Set Preferences pages, accessible after clicking their user names or image in the global header.

Here are the user-level profile options for activity notification preferences:

Profile Option Name and Code Default Value Description

Appointment Owner Notifications

ZMM_ACTIVITY_APPT_NOTIF_OWNER

No

Enables receiving appointment notifications when the user is the owner of the appointment

Appointment Resource Notifications

ZMM_ACTIVITY_APPT_NOTIF_RESOURCE

Yes

Enables receiving appointment notifications when the user is a resource or invitee of the appointment

Task Owner Notifications

ZMM_ACTIVITY_TASK_NOTIF_OWNER

No

Enables receiving task notifications when the user is the owner of the task

Task Resource Notifications

ZMM_ACTIVITY_TASK_NOTIF_RESOURCE

Yes

Enables receiving task notifications when the user is a resource on the task

Task Notifications For Completed Tasks

ZMM_ACTIVITY_TASK_NOTIF_PAST

No

Enables receiving task notifications for tasks that have already been completed

Notification List Appointment Notifications Enabled

ZMM_ACTIVITY_APPT_NOTIF_LIST

Yes

Enables receiving appointment notifications in the notifications list

Email and List Appointment Notifications Enabled

ZMM_ACTIVITY_APPT_NOTIFICATIONS

NA

Enables receiving appointment notifications in the notifications list and through email

Notification List Appointment Notifications Enabled

ZMM_ACTIVITY_APPT_NOTIF_LIST

Y

Enables receiving appointment notifications in the notifications list

E-Mail Task Notifications Enabled

ZMM_ACTIVITY_TASK_NOTIF_EMAIL

Y

Enables receiving task notifications by email

E-Mail Appointment Reminders Enabled

ZMM_ACTIVITY_EMAIL_REMINDER

Y

Enables receiving appointment reminders by email notifications

Notification List Appointment Reminders Enabled

ZMM_ACTIVITY_NOTIFICATION_LIST_REMINDER

N

Enables receiving appointment reminders in the notifications list

Owner Initiated Task Notifications Enabled

ZMM_ACTIVITY_APPT_NOTIF_OWNER_INITIATED

N

Enables receiving task notifications when a user creates, updates, or deletes a task and he's the owner of the task

Owner Initiated Appointment Notifications Enabled

N

Enables receiving appointment notifications when a user creates, updates, or deletes an appointment and she's the owner of the appointment

How to Disable Notifications for the Entire Company

You can disable activity notifications globally, so that no one in the company receives notifications. To disable notifications:

  1. In the Setup and Maintenance area, go to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Enter the profile option to disable email or appointment notification, in the Profile Option Code field.

    Here the items you can disable and the profile options you use to disable them, company-wide:

    What to Disable

    Profile Option

    Appointment email notification

    ZMM_ACTIVITY_DISABLE_EMAIL_APPT_NOTIF

    Task email notification

    ZMM_ACTIVITY_DISABLE_EMAIL_TASK_NOTIF

    Appointment notification in the notification list

    ZMM_ACTIVITY_DISABLE_LIST_APPT_NOTIF

    Task notification in the notification list

    ZMM_ACTIVITY_DISABLE_LIST_TASK_NOTIF

  3. For each item you're disabling, change the related site-level profile value to Yes.