The Reminder and Notification extension for SuiteCRM from Variance InfoTech helps to automate reminders for any date or date time field. Great for getting In-App or Email notifications whenever there is an upcoming birthday, anniversary, contract renewal, or anything else that matters for your unique business needs.
Reminder And Notification User’s Guide has been developed to assist management, system admin, users etc. Reminder And Notification extension used to send Reminder and Notification to system users like Birthday Reminder, Marriage Anniversary Reminder and Work Anniversary Reminder.
- Send Email Notification and Display Desktop Notification in Notification Icon of SuiteCRM at Top Right Corner.
- Send Birthday, Marriage and Work Notification like before/after/Immediate/Now the particular Date of Event.
- Send Immediate Notification When Module Record is Created or Modified.
- Send Now Notification When Condition Matched.
- Able to Customize Default Templates.
- Able to Create New Templates for Birthday, Marriage, Work and Other types of Templates. Once you Create a New Template for particular Category then it’ll be added in Default Templates of particular Category.
- Able to Add Module field’s All/Any Condition. If Condition matched then only Notification triggered.
- Able to Send Email Notification to All users of System, Selected User, Text & Email Type Field of Relate Module, Records owner or Individual Person of Module.
- If Status is Active of Reminder And Notification then only Notification Triggered.
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Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
Notify users whenever they are assigned a record for any module. Configure whether to show a popup notification or an alert in the menu bar. Notifications are an effective way of bringing attention to newly assigned records to users and reduces the chance of losing track of the assignment in an emai...