Contents / Notifications, reminders and organizer

Organizer

APRO CRM internal organizer is a calendar of notifications and events. It allows setting individual or group reminder notifications for any date/time. Reaching this date/time triggers a pop-up notification (if the user is online in the CRM) or an SMS/email message, if the user is offline, and the relevant notification parameters are set.

To open the organizer, click the icon on the right sidebar of the page:

Reminder notifications can be displayed in two formats — board (list) and calendar:

You can add any notifications to your organizer: just select the event type or the date to set the notification for:

The notification settings window will open:

You can adjust the following notification parameters:
1 — event name;
2 — event date and time;
3 — event regularity: one-time or recurrent (with a set periodicity rate);
4 — event type;
5 — event participants (by default, all notifications are individual; to add other users, tick the checkbox you can see on the screenshot above);
6 — notification display triggered by date/time.

You can also link CRM elements to notifications:

 

Access to other users' organizers

You can create a group of supervisors (department managers, or instance) with the access permission to view other users' organizers.

Create a group in the organizer:

or in the administration panel:


Attention! This option is available to CRM administrators only.

Add a new group:

1 — name of the group;
2 — list of the users to display their organizers;
3 — list of the supervisors.

Adding a group will enable the supervisors in it to select the organizers they want to browse:


You may also be interested in: Online messages. Group chat

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system