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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#4859 - Task due dates for Projects opportunities etc

Closed General Question created by dwaynecasey about a year ago

I am curious if this might be a solution for us. We want to be able to have reminders for team until a task is completed in some cases. Or if a lead or opportunity is still open. What might be some options with this? Is this a good fit? Is there an option for reminder sent until task is completed? Or would instead be something like multiple reminders set for a task. Like after 1 days send notifications. If after 3 days, After week. etc?

Also is this independent of workflows? Sometimes they seem to be troublesome.

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    about a year ago

    Hello,

    You can use the Default Workflow Module for this kind of Requirement.

    Regards,
    Variance Infotech PVT LTD

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