Help users get alerted and stay well-informed when something has changed in your CRM system. The Alert Messages add-on for SuiteCRM provides notifications to users via an Alert button when changes for a selected module are made, according to your specific parameters.
User Guide
General Concepts
Alert Message functional will appear in the Workflow module as an additional action type:
It’s necessary to fill in the field “Name”, “Alert Template” ( you can create new template with Type: Alert and save it to select after creation):
There’s the opportunity to add as many Users as you need to send notifications using the button “+”.
In additional, you can choose who will get such notification:
As a result, the notification will be appeared at the right corner of the page after changes were made for the selected module:
one week ago
This user guide provides very clear instructions on setting up alert templates and workflow notifications in SuiteCRM. For team members who need a quick break during system configurations, check out Geometry Dash JP for fun online challenges. Thank you for sharing this comprehensive documentation!
3 days ago
Thanks for laying out the Alert Messages workflow step by step. Creating the alert template first and then selecting the users to notify really removes most of the guesswork from the setup, and the screenshots make the Workflow action type easy to follow. I have been wiring similar notifications into a small internal SuiteCRM instance and this guide saved me a couple of hours.
Small off-topic tip: when I need a short break between configuration sessions I usually play Five Nights at Frickbear's 3, a free browser game with an oddly deep office-power management loop. Looking forward to the next installments of this documentation.
yesterday
This user guide walks through alert templates and the workflow notification action very clearly, and the screenshots made the setup order easy to follow. While waiting on long CRM configuration sessions, I have been playing Undertale Yellow — a free fan-made prequel that runs straight in the browser with no install. Thanks for keeping the documentation this detailed.