CRM Daily Reminder

by
Odoo          
v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 40

28.00 €

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Technical name notification_crm
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/crm-daily-reminder-210
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps CRM (crm)
Technical name notification_crm
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/crm-daily-reminder-210
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps CRM (crm)

This is the tool to remind salespersons of today or already passed actions to be done 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
The module features depend on your Odoo version. Please select required one on the top right of this page
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All actions are combined in a single salesperson to-do list
Odoo CRM reminder
Choose stages for notifications: remind only of topical leads
CRM stages for reminder

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 leads 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

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

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