If you want Sugester to remind you about all important issues, like your collegues' birthday, a contact with a client or other actions which should happen repeatedly dependent on a date - all you have to do is to select Account settings. With filters and recurring tasks you're able to control when to do planned stuff, like send to a client birthday wishes or inform him about the close end of the contract. Additionally, you will receive such notifications in your inbox.
Set a reminder about client's birthday
1. Create a custom field 'Birthday'
To do so, select
CRM > Clients, click on the cog icon and select
Add custom field. Fill in the name in the new window, eg.
Birthday, and in the
Field type select
Text. Click on
Save.
You will now see a new field on your clients' list. Fill the dates.
Available format for the filter: dd/mm or dd-mm.
NOTE! The filter will read day and month only.
2. Add a 'Birthday' filter
It will allow you to search the database by saved settings. To do so, select
CRM > Clients, click on
Advanced search and add a condition.
- in the first fields (Client section) select Birthday
- in the middle field select contains
- in the last field write down {{today | strftime %d/%m}}
The condition will look similar to the one below:
Click on
Save filter. You will see a window to add filter's name.
NOTE! In the example above date format is dd/mm. If you prefer dd-mm, you can use:
{{today | strftime %d-%m}}
3. Add a recurring task for created filter
Dependend on the settings, the filter will search the base everyday/ once a week/ once a month and send search results in a form of a task, which a user will see in Inbox. To create a recurring task, just select
Settings > Account settings > Automation > Recurring tasks > New recurring task.
In the new window fill in the fields:
If you want the task's owner to receive an email with notification, unfold
More options and mark the
Email notifications checkbox. After filling all the fields you need, save changes.
Set a reminder about a close end of a contract/subscription
Note! Tasks-reminders are based on deals' filter. That's why you should remember to always fill in 'From' and 'To' fields in deals.
1. Add a new filter: 'The end of contract/subscription'
It will enable searching database by saved settings. To do so, select
Clients > Advanced search. Add a new condition.
- in the first field select To (in Deal section)
If you want to receive notifications about contacts which ends in 7 days everyday from now, add a condition like the one below:
* select days number as you want
If you want to receive a notification once a week, add a condition as below:
Save the filter in the new pop up window.
2. Add a recurring task for created filter
Dependent on your settings, the filter will search throught the database everyday/ once a week/ once a month and will send the search results in the form of a task in Inbox. To create a new recurring task, just select
Settings > Account settings > Automation > Recurring tasks > Add new recurring task.
In the new window fill the fields:
If you want the task's owner to receive an email with notification, unfold
More options and mark the
Email notifications checkbox. After filling all the fields you need, save changes.
