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:
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Receive notifications as owners of an activity
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Receive notifications if they aren't the owners of an activity
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Receive task notifications if changes are made to completed tasks
For both appointments and tasks, you can specify:
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Whether users receive email notifications
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Whether users receive notification messages in the notifications 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 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:
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In the Setup and Maintenance area, go to:
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Offering: Sales
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Functional Area: Sales Foundation
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Task: Manage Administrator Profile Values
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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
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For each item you're disabling, change the related site-level profile value to Yes.