CRM internal organizer is a calendar of notifications and events. It allows to set individual or group reminder notifications for any date/time. Reaching this date/time will trigger 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 also link CRM objects to reminder 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:
Add a new group:
Adding a group will enable the supervisors in it to select the organizers they want to browse:
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