You should follow up with X contact in three days, Y contact in 2 weeks, Z when ABC happens.
Could you be so kind to share your enhancement?
Thanks and Happy New Year e everyone in the forum!!!
we have developed an reminder enhancement for wp-crm. contact me for more details -> firstname.lastname@example.org
Almost 2 years since this feature was requested. I'm just wondering if it was already included with the latest release?
Micah Ford commented
Yes please add this functionality, integrated with google api so notifications are added to the calendar, and utilizes their sms and email capabilities.
Yes this is something i miss to. Please add this feature,
It will be great … synchronized with gmail … !
Tony G commented
I am looking for this feature. This is a must have. +1 from me
Martin Jr commented
Is this not available? A task or todo manager is a huge benefit of any CRM.
I know it's late to the game on this post, but I have to agree. There should be some ability to assign scheduled tasks or events to a contact AND send notifications to assigned personnel about those events so they can address them. Even more slick would be the possibility to have those events trigger an automatic e-mail to the contact such as, "Hello [contact name], our records show your machine is due for..."
This should be an standard feature. Follow up is part of the core of every CRM system.
This is a MUST HAVE feature.
Add Reminders capabilities for following up clients.
Follow up this client in X [days, months] and send an email to the admin with the reminder/alert.