How do I stop users from being spammed with reminders?

You can reduce number of reminders by controlling which notifications are sent to salespeople about tasks and other activities by setting profile options.

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

Default Value

Description

Task Notification to Contacts and Consumer Customers Enabled

N

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

Appointment Notification to Contacts and Consumer Customers Enabled

Y

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

Disable Appointment E-Mail Notification

N

Specifies whether to disable appointment email notifications

Disable Task E-Mail Notification

N

Specifies whether to disable task email notifications

Disable Task Notification List

N

Specifies whether to disable task notifications in the notifications list

Disable Appointment Notification List

N

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 modify their notification preferences using the preferences pages, located under their user names in the global area.

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

User Name

Default Value

Description

Appointment Owner Notifications

N

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

Appointment Resource Notifications

Y

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

Task Owner Notifications

N

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

Task Resource Notifications

Y

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

Task Notifications For Completed Tasks

N

Enables receiving task notifications for tasks that have already been completed

Notification List Appointment Notifications Enabled

Y

Enables receiving appointment notifications in the notifications list

Email and List Appointment Notifications Enabled

NA

Enables receiving appointment notifications in the notifications list and through email

Notification List Appointment Notifications Enabled

Y

Enables receiving appointment notifications in the notifications list

E-Mail Task Notifications Enabled

Y

Enables receiving task notifications by email

E-Mail Appointment Reminders Enabled

Y

Enables receiving appointment reminders by email notifications

Notification List Appointment Reminders Enabled

N

Enables receiving appointment reminders in the notifications list

Owner Initiated Task Notifications Enabled

N

Enables receiving task notifications when a user creates, updates, or deletes a task and they're 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 they're 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.