How can we improve the WP-CRM plugin?

Contact scheduling

You should follow up with X contact in three days, Y contact in 2 weeks, Z when ABC happens.

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    Don LipperDon Lipper shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    12 comments

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      • CharlieCharlie commented  ·   ·  Flag as inappropriate

        @q23.media, Berlin

        Hi,
        Could you be so kind to share your enhancement?

        Thanks and Happy New Year e everyone in the forum!!!

      • cbrierecbriere commented  ·   ·  Flag as inappropriate

        Hi Andi,
        Almost 2 years since this feature was requested. I'm just wondering if it was already included with the latest release?
        Thanks!

      • Micah FordMicah Ford commented  ·   ·  Flag as inappropriate

        Yes please add this functionality, integrated with google api so notifications are added to the calendar, and utilizes their sms and email capabilities.

      • jloftusjloftus commented  ·   ·  Flag as inappropriate

        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..."

      • cbrierecbriere commented  ·   ·  Flag as inappropriate

        This should be an standard feature. Follow up is part of the core of every CRM system.

      • cbrierecbriere commented  ·   ·  Flag as inappropriate

        Hi,

        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.

        Thanks.

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