Sweet Reminders Basic

( From the Labs)

by hashsoftech

Get notifications on Birthdays of your Contacts & Leads

Introduction

Introduction

Customer interaction is the soul of a successful business, and remembering their important days, like birthdays or anniversaries will make them feel special, isn’t it?

With Sweet Reminders [Basic], you will be notified on your customer’s birthday right in notification bar.

Stay connected with your customers always & ON TIME.

Notice: This module works with SuiteCRM version 7 onwards ONLY.

Installing the Add-on

The ONLY step

Install plug-in using Module Loader, Admin > Module Loader.
ModuleLoader.png

That’s it!!

The Usage

Upon installation a Scheduler Job will be created. That will be executed every day at 08:00 hours. (You can always alter the time of execution for the scheduled job.)

Schedulers.png

Scheduler job will create a notification for all users who has contacts and/or leads having birthday today.

Notification.png

Read-Notification.png

To add more features to the add-on please drop an email to contact@hashsoftech.com and we shall be happy to help.

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