Notifications/Reminders for VTiger is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts.
Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters.
Here are some of the key features that make our extension unique.
- Compatible most Standard Modules
- Supports Contacts, Leads, Organizations, Tickets, Opportunities, Quotes, Invoices, Sales Orders, Projects, Project Tasks, Events & Todos.
- Allows to trigger/show notifications using standard VTiger Workflow
- An easy to access icon to view notifications
- Basic record information is displayed with ability to click and open it
- Ability to postpone or “OK” the notification
- Module Manager Compatible
- Available on vTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/notifications/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/notifications/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/notificationsreminders (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
3 reviews for Notifications/Reminders
VTExpert’s advanced automation tools. January 16, 2023 - CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced… Read More
Customize Notifications In VTiger 7 October 15, 2018 - Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters. How to Customize Notifications Click on "Bell" icon. Click on the Notification to customize it. In Notification tab. Click on the "Edit" icon. You can customize the description and the status of the notification. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More
Create Notification When Record Has Been Updated In VTiger 7 October 4, 2018 - Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters. How to Create Notification Create a new workflow. Add workflow name. Enter its description. Select the module for the workflow. Select the condition on which workflow will be triggered. Select the field for which you want to get the notification and its condition. Add an action. Select the module for the record creation. Click the “Bell” button (symbol for Notifications) in the top bar of the CRM. You will see the notifications menu. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreRelated products
Notifications/Reminders for VTiger is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts.
Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters.
Here are some of the key features that make our extension unique.
- Compatible most Standard Modules
- Supports Contacts, Leads, Organizations, Tickets, Opportunities, Quotes, Invoices, Sales Orders, Projects, Project Tasks, Events & Todos.
- Allows to trigger/show notifications using standard VTiger Workflow
- An easy to access icon to view notifications
- Basic record information is displayed with ability to click and open it
- Ability to postpone or “OK” the notification
- Module Manager Compatible
- Available on vTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/notifications/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/notifications/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/notificationsreminders (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
3 reviews for Notifications/Reminders
-
the extension is so multipurpose
-
Reminds me of IFTTT. And it work perfectly
-
Works like an automation. Love this app
VTExpert’s advanced automation tools. January 16, 2023 - CRM automation is the process of automating the manual processes that are necessary but repetitive in nature. It helps in streamlining and increasing productivity. Furthermore, automation helps to track the activities and engagement efforts of the different team members. Users can automate every aspect of a CRM system. For example, the sales team can use process automation to nurture leads, convert them, and simplify the sales process. On the other hand, support teams can use automation for quick responses. In short CRM automation means automating the redundant process of sales and customer service which are time-consuming otherwise. Vtiger CRM also provides different automation tools, like workflows, contact management, lead creation, etc, but sometimes users need more powerful tools to tackle complex process automation. Keeping this in mind VTExperts developed power full automation tools in the form of extensions. Let’s check some basic automation features of vTiger CRM and VTExpert’s advanced… Read More Customize Notifications In VTiger 7 October 15, 2018 - Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters. How to Customize Notifications Click on "Bell" icon. Click on the Notification to customize it. In Notification tab. Click on the "Edit" icon. You can customize the description and the status of the notification. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More Create Notification When Record Has Been Updated In VTiger 7 October 4, 2018 - Notifications/Reminders for VTiger, is an extension allowing users to trigger a simple notification using standard workflows & display it in the menu header, which can be easily accessed within a single click. The extension integrates with VTiger workflows, which makes it very powerful for any type of notifications/alerts. Ideally used for reminders and notifications for upcoming activities, open/closed tickets as well as immediate notifications for urgent matters. How to Create Notification Create a new workflow. Add workflow name. Enter its description. Select the module for the workflow. Select the condition on which workflow will be triggered. Select the field for which you want to get the notification and its condition. Add an action. Select the module for the record creation. Click the “Bell” button (symbol for Notifications) in the top bar of the CRM. You will see the notifications menu. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreInformation
- Vtiger 8.x
- Vtiger 7.x
- Vtiger 6.x
- Ioncube & PHP SOAP (hands-on)
- Install & Setup (hands-on)
- Meeting Server Requirements
- Assisting with any issues related to plugins
Potter (verified owner) –
the extension is so multipurpose
Andres (verified owner) –
Reminds me of IFTTT. And it work perfectly
Merle (verified owner) –
Works like an automation. Love this app