There are many additional features in Sage CRM. In this blog we will be discussing on reminder emails that can be sent based on priorities. Mostly there are three type of standard priorities.
- High
- Normal
- Low
New Stuff: Showing All Communications in Calendar List of Sage CRM 2018 R3
Every user has his own preferences set in Sage CRM as per convenience. Similarly you can also set the reminder preferences. Under Reminder Preferences section below three option are available.
- Default targets for high priority reminder messages:
Choose the targets that you want high priority reminder messages to be sent to. - Default targets for normal priority reminder messages:
Choose the targets that you want normal priority reminder messages to be sent to. - Default targets for low priority reminder messages:
Choose the targets that you want low priority reminder messages to be sent to.
These Reminder Preferences configuration is used to send reminder email/message to users based on their convenience of getting notified. You can configure the Email reminders to be sent to user on their Desktop email address, Mobile email address, and SMS.
However, while configuring please make sure the user details section is configured with appropriate email address and phone numbers to receive the reminder emails and reminder messages.
- Mobile Email address
- Phone numbers
The Email reminder are sent via escalation rule. Hence you can globally set the user default target of sending reminders under Workflow & Escalation Configuration section as displayed below.
This feature will help you to receive reminders based on you convenience and the task importance.
Hope this helps!
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.