by Variance InfoTech Pvt Ltd

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.

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#4455 - birthday contacts

In Progress General Question created by massimo1 Verified Purchase 3 months ago

Hello, I wanted to use your plug-in to notify my contacts my contacts on the day of the birthday. I would need a notification to me and an email to the birthday boy tried but it doesn't work. can you help me? thank you

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    3 months ago

    Hello,

    Can you please share the screenshot or video of the configuration which you have configured for the Birthday Reminder.

    Also can you please confirm you have set SuiteCRM Cron on your Server where you hosted SuiteCRM Instance or not.

    Regards,
    Variance Infotech PVT LTD

  2. massimo1 member avatar

    massimo1 Verified Purchase

    3 months ago

    https://www.dropbox.com/s/ij4bl0gypj6f8pk/Registrazione%20schermo%202022-08-23%20alle%2015.26.11.mov?dl=0

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      3 months ago

      Hello,

      We have checked Video which you have shared.

      We found that you didn't add any condition in the Step 2 of the Configuration.

      Step 3 of the Configuration trigger only if the condition matched which you mentioned in the Step 2 of the Configuration.

      Can you please add the condition for any field of the Module and check notification trigger or not.

      Regards,
      Variance Infotech PVT LTD

  3. massimo1 member avatar

    massimo1 Verified Purchase

    3 months ago

    I didn't understand how to configure steps 2 and 3. Do you have a tutorial? grazie

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      3 months ago

      Hello,

      We have already added User Guide for Reminder and Notification with all the steps of configuration.

      Also we have added the example of Birthday Notification in the Release Note 5.0

      Please review it and let us know if you have any query.

      Regards,
      Variance Infotech PVT LTD

  4. massimo1 member avatar

    massimo1 Verified Purchase

    3 months ago

    I need a notification every day that I warn me of my all customers' birthday

  5. massimo1 member avatar

    massimo1 Verified Purchase

    3 months ago

    I managed to send the email. But I don't charge the image of the email model I created. For I don't get the notification on the CRM

    Schermata 2022-08-23 alle 18.06.17.png

    • varianceinfotech member avatar

      Variance InfoTech Pvt Ltd Provider

      3 months ago

      Hello,

      is it possible for you to share your CRM Login Credentials and FTP Details where you hosted your CRM?

      If yes then please share with us on "techsupport@varianceinfotech.com". So we'll review it from our end and you will get quick solution.

      Regards,
      Variance Infotech PVT LTD

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