CRM Daily Reminder v.11

The tool to notify salespersons of topical activities by leads and opportunities

28€

The tool does not require extra dependencies beside standard Odoo apps.
Current version: 11.0.1.2.2

Enterprise
Community
Odoo.sh
Configure your own single-list reminders for any Odoo records using the tool All-In-One Lists Reminders
Some email clients / browser might partially spoil the table appearance
This is the tool to remind salespersons of leads and opportunities by which an action should be undertaken today or in the Past

The tool gathers all CRM leads / opportunities and checks whether the next action should be done urgently: today or in the Past

The reminder is sent for each salesperson but only if he/she has such actions

Notification is done as a single email with all actions combined in the table. Each line has a link to a related lead / opportunity for an instant access. No dozens useless emails

Only important leads/opportunities are included into the reminder. Choose CRM stages on which leads should be taken into account

A reminder is sent once per day, but you can change it. Look at the 'Configuration' tab

You may also modify email appearance and set. Look at the 'Configuration' tab

If a user doesn't receive reminders

  • Check his/her preferences. Is it configured here to receive all email notifications from Odoo?
  • Check that CRM stages are configured. Do a user have any opportunities with broken/today deadlines on those stages?

To change reminders' appearance

  1. Turn on the debug mode (technical features)
  2. Go to the Odoo technical settings > Email > Templates
  3. Find one with the name 'Daily CRM reminder'
Here you might change:
  • Reminder subject
  • Reminder styles
  • Reminder columns
  • Introduce translations
However, be cautious with dynamic expressions. They have very rigid requirements. Have you broken everything? No problem: delete this template and update the module

Reminder email template to modify

Odoo CRm daily reminder email template

To change time or frequency of reminders

  1. Turn on the debug mode (technical features)
  2. Go to the Odoo technical settings > Automation > Scheduled Actions
  3. Find one with the name 'Notify users about overdue leads'
You are welcome to change the interval or the next date of the job

Frequently Asked Questions about CRM Daily Reminder Odoo v.11

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representativesdirectly.

  1. Restart your Odoo server and update the module

  2. Clean your browser cache (Ctrl + Shift + R) or open Odoo in a private window.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Sorry, but no. We distribute the tools only through theofficial Odoo apps store

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

No, third party apps can not be used on Odoo Online.

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

Odoo demonstration databases (live previews)

For this app we might provide a free demo database.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

You may also like the tools
CRM Duplicates Real Time Search

The tool for real-time control of customers' and opportunities duplicates

86€
Sales Trends and Forecast

The tool to calculate sale trends and make prediction for future sales statistically. Sales Forecast

198€
CRM Check List and Approval Process

The tool to make sure required jobs are carefully done on this pipeline stage

28€ 25€
User Default Warehouse

The tool to automatically assign a current user warehouse in sales orders

19€
Sale Order Approval Check Lists

The tool to make sure a sale order is ready for the next stage

48€ 43€
Custom Fields for Opportunities

The tool to add new fields for Odoo CRM opportunities without any technical knowledge

38€
KnowSystem: Knowledge Base System

The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS

228€
OwnCloud / NextCloud Odoo Integration

The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways

394€
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

394€