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Status Shipped
Categories Automation
Created by Guest
Created on Apr 8, 2022

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-2113 Daily/Weekly Email Task Alerts.

Daily Summary Email of all that days tasks Merged

Especially useful for outdoor sales people who arent necessarily in front of a computer all day, just a real quick summary email that goes out to list out all of the tasks on that day without having to log into the system on a phone / tablet [e.g. tiny screen] to work out who you were supposed to be following up that day!

  • Guest
    Reply
    |     Sep 17, 2022

    This would make it so much easier for everyone to have a quick snapshot of their day without having to open PS and click on the notification. Also if another member of staff us unexpectedly off on a certain day then it would be really easy to check through the email to see if anyone is urgent for a call or whether it can wait until their return :)

  • +12
6 MERGED

Summary of upcoming recalls e-mail

Merged
It has been suggested that it would be useful to get an email each day to remind customers of their upcoming recalls. And the recalls they have coming up in the next couple of days. This would be useful as an email for when CRM users are out of th...
Guest over 6 years ago in  0 Shipped
11 MERGED

To be set by user - Alarm for Tasks (or email reminder?) so isnt lost in a sea of tasks

Merged
My tasks get filled up with lots of tasks, and really important ones get buried, would be great if you could allocate an alarm or "send notification" link when they are due as sometimes it might be a few days before I get back to my task list whic...
Guest over 3 years ago in CRM App 3 Shipped