CRM Daily Reminder v.9
The tool to notify salespersons of topical activities by leads and opportunities
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 actions 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 received reminder
- 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 leads with broken/today deadlines on those stages?
To change reminders' appearance
- Turn on the debug mode (technical features)
- Go to the Odoo technical settings > Email > Templates
- Find one with the name 'Daily CRM reminder'
- Reminder subject
- Reminder styles
- Reminder columns
- Introduce translations
Reminder email template to modify
To change time or frequency of reminders
- Turn on the debug mode (technical features)
- Go to the Odoo technical settings > Automation > Scheduled Actions
- Find one with the name 'Notify users about overdue leads'
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is 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: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests 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 in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although 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 is required to contact us: only a short email sign up which does not take more than 30 seconds.
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox. DMS. File Manager. Document management system
379€
The tool to build a deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions.
The tool for time-based service management from booking appointments to sales and reviews
398€
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
468€
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
468€
The tool to calculate sales trends and make predictions for future sales statistically
98€
The tool to make sure required jobs are carefully done on this pipeline stage
The tool to add new fields for Odoo CRM opportunities without any technical knowledge
38€
The tool to keep complete and easy-reach opportunities' contact information