Activity Notification
The main purpose of the activity notification is to announce the arrival of the meeting time.
User Guide
The main purpose of the activity notification is to announce the arrival of the meeting time. another purpose of this module to make one aware of facts or occurrences before the due date. This module will help to send a notification before and after the activity due date. You can notify your salesperson/customer before or after the activity is done. Suppose you want to notify your salesperson for a meeting before the due date of the meeting so you can set a schedule into 'schedule activity' in the chatter of any form of view.
- 1) CRM Configuration Setting: Tick right 'Due Activity Notification'.
- 2) Easy to notify persons for activity before the due date so that they can be aware of that activity.
- 3) Easy to set a schedule to notify a salesperson before and after the due date of the activity.
- 4) Easy to define a notify day before the due date in CRM configuration settings like '2 days before due date'.
- 5) Easy to define a notify day after the due date in CRM configuration settings like '2 days after due date'.
- 6) Easy to set schedule execution time in scheduled Action like Day/Week/Month/Year.
- 7) Automatically create an email after the set schedule for notifying to a salesperson.
- 8) No special configuration required, install it, use it.
- 9) This module saves your important time.
- 10) It reduces human efforts.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Categories | Extra Tools |
| Released | 11/06/2019 |
| Last Updated | 11/06/2019 |
| Depends | CRM (crm) mail |
| License | OPL |
| Supported Browsers | |
| Tags |
The main purpose of the activity notification is to announce the arrival of the meeting time. another purpose of this module to make one aware of facts or occurrences before the due date. This module will help to send a notification before and after the activity due date. You can notify your salesperson/customer before or after the activity is done. Suppose you want to notify your salesperson for a meeting before the due date of the meeting so you can set a schedule into 'schedule activity' in the chatter of any form of view.
- 1) CRM Configuration Setting: Tick right 'Due Activity Notification'.
- 2) Easy to notify persons for activity before the due date so that they can be aware of that activity.
- 3) Easy to set a schedule to notify a salesperson before and after the due date of the activity.
- 4) Easy to define a notify day before the due date in CRM configuration settings like '2 days before due date'.
- 5) Easy to define a notify day after the due date in CRM configuration settings like '2 days after due date'.
- 6) Easy to set schedule execution time in scheduled Action like Day/Week/Month/Year.
- 7) Automatically create an email after the set schedule for notifying to a salesperson.
- 8) No special configuration required, install it, use it.
- 9) This module saves your important time.
- 10) It reduces human efforts.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Technical name | sh_acitivity_notification |
| Categories | Extra Tools |
| Released | 11/06/2019 |
| Last Updated | 11/06/2019 |
| Depends | CRM (crm) mail |
| License | OPL |
