Activity Notificationby Softhealer Technologies https://www.softhealer.com
|License||See License tab|
|Also available in version||v 13.0 v 11.0 v 12.0 v 10.0|
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.
Set "Due Activity Notification" to True form CRM configuration settings. The date will be compared with the Date Deadline set of activity. If Tick "On Due Date" then the user of activity whose deadline date is the same as the current date will be notified. If days after the due date are entered, then the user of overdue activity whose ( deadline date + after due days entered ) is the same as the current date will be notified. If days before the due date are entered, then a user of upcoming activity whose ( deadline date - before due days entered ) is the same as the current date will be notified.
Schedule action "Missed Activity Notification", set execution days and execution time as per requirement.
Schedule Activity from any form of view.
Create Activity and Set salesperson/customer whom you want to assign. This Assigned to user will get activity Due notification as per settings.
Email sent to assigned to salesperson/customer if the activity is due as per configuration settings.
Help & Support
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