{"id":20839,"date":"2018-10-17T09:24:00","date_gmt":"2018-10-17T09:24:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20839"},"modified":"2018-10-22T11:11:06","modified_gmt":"2018-10-22T11:11:06","slug":"send-reminder-messages-based-on-task-appointment-priority-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/17\/send-reminder-messages-based-on-task-appointment-priority-in-sage-crm\/","title":{"rendered":"Send Reminder Messages based on Task & Appointment Priority in Sage CRM"},"content":{"rendered":"

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.<\/p>\n

    \n
  1. High<\/li>\n
  2. Normal<\/li>\n
  3. Low<\/li>\n<\/ol>\n

    New Stuff:<\/span>\u00a0<\/em><\/strong><\/span>Showing All Communications in Calendar List of Sage CRM 2018 R3<\/a><\/p>\n

    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.<\/p>\n

      \n
    1. Default targets for high priority reminder messages:
      \n<\/strong>Choose the targets that you want high priority reminder messages to be sent to.<\/li>\n
    2. Default targets for normal priority reminder messages:
      \n<\/strong>Choose the targets that you want normal priority reminder messages to be sent to.<\/li>\n
    3. Default targets for low priority reminder messages:
      \n<\/strong>Choose the targets that you want low priority reminder messages to be sent to.<\/li>\n<\/ol>\n

      \"Reminder
      \nThese 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.<\/p>\n

      \"Task
      \nHowever, 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.<\/p>\n

        \n
      1. Email<\/li>\n
      2. Mobile Email address<\/li>\n
      3. Phone numbers<\/li>\n<\/ol>\n

        \"User
        \nThe 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.<\/p>\n

        \"Workflow
        \nThis feature will help you to receive reminders based on you convenience and the task importance.<\/p>\n

        Hope this helps!<\/p>\n

        About Us<\/strong><\/span>
        \n        Greytrix<\/a> 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.<\/p>\n

        Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

        Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

        For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

        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:\u00a0Showing All Communications in Calendar List of Sage CRM 2018 R3 Every user has his own preferences set\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,83,131,139,140,141,152,153,160,216,291,332,335,336,337,342,384,417],"tags":[3705,2010,3706,3704],"class_list":["post-20839","post","type-post","status-publish","format-standard","hentry","category-communication","category-crm72","category-email","category-escalation-rule","category-escalations","category-escalations-2","category-feature","category-features","category-follow-ups","category-limit","category-preferences","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-standard","category-user","tag-appointment-priority-sage-crm","tag-sage-crm","tag-sage-crm-technical","tag-task-priority-sage-crm"],"yoast_head":"\nSend Reminder Messages based on Task & Appointment Priority in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/17\/send-reminder-messages-based-on-task-appointment-priority-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send Reminder Messages based on Task & Appointment Priority in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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