In this blog we are going to discuss new out of box feature which we have added on communication screen to notify users about their tasks via email.
We have added Email to Resources button on Team CRM screen which sends email to resources containing details about their scheduled meeting/tasks on their registered mail id.
The email content looks like below upon viewing the email on Users mailbox.
The idea is that superior user can assign task to their resources. The assigned task will be visible on MY CRM/Team screen when assigned user logs into the system. Superior user can view the task on My CRM screen.
To notify the assigned Users about the assigned task we have added this enhancement in Sage CRM, which is an out of box feature.
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