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.
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.)
Scheduler job will create a notification for all users who has contacts and/or leads having birthday today.
To add more features to the add-on please drop an email to firstname.lastname@example.org and we shall be happy to help.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.