Reminders

Reminder and notification in VTiger CRM

September 30, 2021
Article
Automated reminders helps a business in multiple ways. Using it properly can yield a vast range of benefits, ranging from increase in revenue to the timely solution provided to the customers. Automated process will show you the reminders for any kind of call, interview, meeting, appointment etc. So you can not miss a single activity planned for the day. As most of the organizations are using some kind of CRM system, so mostly CRM systems comes with built in reminder functionalities. Reminder and notification in VTiger CRM can also help to avoid forgetting about upcoming tasks and events. With every passing day the business environment is becoming more and more dynamic. The exposure to the information is also growing at a rapid rate, resulting in the increased workload for the employees. Under the immense pressure of work,  it is not unusual that once forgets about some of his tasks.. Reminder

Create Notification When Record Has Been Updated In VTiger 7

October 4, 2018
Article
Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters.   How to Create Notification Create a new workflow.  Add workflow name. Enter its description. Select the module for the workflow. Select the condition on which workflow will be triggered.  Select the field for which you want to get the notification and its condition.  Add an action. Select the module for the record creation.  Click the “Bell” button (symbol for Notifications) in the top bar of the CRM. You will see the notifications menu.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
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