Allow us to set reminders for tasks
Capsule CRM should work like CALENDAR (IOS) or Windows (outlook), So every time you set anew appoitment, you should have the opton to set alerts or remiders. (beep 1 day before, beep 4 hours before, beep 1 hour before and so on)
It would be better (I believe, at least) if you can deliver one notification per pending task, instead of a single email with all the items and the times they have to be done.
The general mail could be an option for those who want it like that, but some other, like myself, would rather to have individual notifications on tasks, opportunities, etc.
I don't need a daily email reminder system...I need to be emailed a reminder when a task is due: 1PM "Feed the Dog" email me at 12:50PM
If setting a call time - say for 3pm - a pop up or email can be sent to alert you? ta
If you’re subscribing to your Capsule tasks in Google Calendar you can setup individual reminders for your Capsule tasks at the time that they are due. Here’s an article with instructions for how to set that up: http://support.capsulecrm.com/customer/portal/articles/436155-setup-individual-task-reminder-in-google-calendar
We use Capsule not only as a CRM, but as a project tracking system. So every sale that is won has up to 100 tasks associated with it. To put all of those into Google Calendar would really bog us down and make our calendar's worthless, especially since every task must have a due date. If Google calendar integration is the end solution (which I'm not opposed to), then it will be critical to have due dates optional on a task, and be able to specify which tasks should show on a calendar.
Couldn't agree more with Eric Audige and Jakub Vajner. I often start too late on a task because I didn't get a email upon creation of the task.
Definitely this is a BIG one for me. I come from Goldmine and I really NEED reminders at a given time. SMS would be also be a great addition but if the webpage is open I should be able to get an alarm.
Darrin Rich commented
I was a little shocked to see that the only reminder a user gets is a daily email reminder. This is surely a must have for most. A simple one time email in the morning just doesn't cut it. A great feature of highrise is sms notifications of time sensitive tasks.
Mike Crompton commented
Linked in with the two way sync on calendar items and also the invitations to events... reminders are essential... or do you consider the email notification in the morning from Capsule Notifier as reminder enough? Surely if you have this functionality, then setting a reminder is not a big step further
It is key to receive reminders about tasks when they become due, not only once a day!
eric audige commented
Jakub comment is crutial. If you assign a task to someone, how can he be aware of it without opening Capsule? email notification on creation is indeed an absolute Must. Having a reminder on d-day is good too but NOT enough.
There is a daily email reminder for all the tasks that are due for that day. You can turn on the email reminders in 'My Preferences' > Task Reminders > Tick the box to 'Send a daily email reminder when tasks are due'.
When will this be implemented?
Jakub Vajner commented
A basic functionality should at least be: Send an email reminder upon CREATION of the task. Then on due date as well.
Second step would be to add customisable reminders. An absolute must!
If you have Capsule integrated with (Google) Calendar, then you can let the Calendar handle the notifications.
Paul Matthews commented
We need this. 10 minute reminder popup for a task like a scheduled call. It needs to be optional for a task, and the tick box to request a reminder is only available when a time is set for a task. The time for the reminder could be set globaly from user settings for simplicity, or it could be set for each task that has a reminder set.
agree, this is a necessity
I've voted for this one, and I thought I'd also chime in on the comments. This is something that should already be in place. Any items that end up on events always have reminders...
Bernadette Dignam commented
Still no progress on this one? This is a basic feature of Highrise?
I think this would be fantastic.
If I may, I'd like to suggest that notifications are sent out a set period of time before an event (task) is due.
Personally, I would lie to receive an e-mail notification of a tasks being due 15-30 minutes in advance.
Better still ... to receive a Skype chat message or perhaps an SMS to my mobile. I would like to be able to choose the reminder method and time for each task.
I would also like to be able to set the reminder time (in minutes) when I set up or edit the task
Bernadette Dignam commented
This is a definite must-have - my sales force need to be reminded 5 minutes before each booked telephone call - otherwise they have to keep doubleloading data onto Google calendar.
basic stuff, why isn't this implimented yet?