In-App Reminder in CRM For Scheduled Meetings

[pushkarjsh88]

Problem Statement:

The current CRM model in ERPNext does not provide in-app reminders to the users for scheduled tasks and activities.

The system will allow users to schedule/plan various activities as part of their CRM workflow. However, due to lack of prominent reminders, the users may miss their planned/scheduled activities. Hence, in-app reminders will be required in the system which will give advanced heads up to the users on their scheduled activities.

The users can setup how much in advance they would like to get these reminders. As per the settings in the system, the system should generate a reminder pop up containing significant details of the event such as event name, type, owner, contact details etc.

Proposed Solution:

• DocType will already have a datetime and user's link field or assigned to field.
• In the Doctype, provide an option to select a datetime field and allocated to person's field based on which reminder will be generated. Or may be a separate doctype itself to configure reminders.
• For the pop-up, we could have standard Notification feature itself used, may be shown for little bit longer? Not able to find screenshot, but the one which comes out from the right-side bottom, flashes for few seconds and vanishes.

[rioshaz]

@anupamvs thanks for taking this up.. we have made desktop notifications n i shared code as well but your in-app pop up should be great, any idea when can we see it working..

[rioshaz]

@anupamvs any idea when we shall see this functionality..