Looking into converting to Sugar from a different CRM. One of the requirements is having "proactive/schedulable/snoozable" reminders or what I am used to calling Alarms.
I could find reminders, but they only appear to work for calls and meetings - either that or I am doing something incorrect with regard to "tasks". Is it possible to:
1) Set a reminder on a task and
2) Pause the reminder some amount of time into the future - could be minutes, hours, days or even a years out.
An example Use Case: I want to send hand written birthday cards to clients. I'll setup an alarm attached to their contact record - "Send birthday card" (details of their birthday/other relevant info would be in the "alarm notes") and I would schedule that alarm for 7 days prior to their birthday. The alarm goes off, I make a personal note to buy/mail a card, and snooze the alarm for a day. Assuming I bought the card and mailed it, the next day I snooze the alarm for a year out (7 days prior again). If I couldn't get to the task, I snooze another day.
Is this possible in Sugar?
I am open to business process change suggestions and, admittedly, the example use case in a bit on the fringe, but the requirement to easily manage "alarmed tasks" is important.
Thanks,
Tim


LinkBack URL
About LinkBacks



Reply With Quote

Bookmarks