| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 98 |
| Technical Name |
zehntech_crm_daily_activity_reminder |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 98 |
| Technical Name |
zehntech_crm_daily_activity_reminder |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10:30 AM to 7:30 PM PST) and One time Setup
CRM Daily Activity Reminder
CRM Daily Activity Reminder is a powerful module for Odoo 16 that enhances task and activity management by automating send the deadline email reminders for assigned activities in CRM Module.
With this tool, administrators and users can easily define when the reminders should begin based on the activity's due date.
The automated reminder system ensures that no task is overlooked, helping teams stay on top of deadlines and maintain efficient workflows.
Whether managing day-to-day tasks or larger projects, the timely reminders improve accountability and ensure that activities are completed within the designated timeframe.
The CRM Activity Reminder module boosts productivity and streamlines activity management, making it easier to prioritize tasks and meet deadlines effectively.
User Manual for CRM Daily Activity reminder -
https://web.kopyst.com/sharedoc/ekabkg
FEATURES
SCREENSHOTS
SUPPORT
FAQs
ABOUT ZEHNTECHKey Features
Screenshots
Automated Activity Deadline Status
Easily view and manage activities list to ensure smooth progress tracking and better organization of your activities. By managing specific activities, admin can take actions on passed deadline activities to edit or remove the activity helping teams visualize and prioritize their workflow. This feature ensures that activities and tasks move seamlessly through each phase of the activity cycle, allowing for more structured task management and timely completion of projects.
Set the Reminder Due Date For Activity.
The module allows you to define the exact date and time when reminders should begin for a particular activity. This ensures that reminders are triggered at the most relevant time, helping users prepare for deadlines well in advance. Setting due dates for reminders helps maintain consistent follow-ups and ensures that all tasks are addressed promptly, preventing any last-minute rush.
Editable scheduled activities
Flexibility is key to effective task management. With the ability to edit scheduled activities, users can easily adjust task details, update deadlines and assignees. This feature allows for seamless updates without the need to recreate reminders from scratch, keeping the system efficient and adaptive to evolving project needs.
Automated Email Reminders for Activities
The core functionality of the module is its ability to automatically send reminder emails at pre-defined intervals. Whether it's a one-time reminder or a recurring notification, the system ensures that users are regularly informed about upcoming Leads/Opportunities. By automating the reminder process, this feature reduces the risk of forgotten tasks, improves accountability, and ensures that important activities are completed on time.
Support
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
FAQs
Q1. Why Choose CRM Daily Activity Reminder App?
A - This App is an essential tool for businesses that prioritize effective task management and timely execution of activities. With features that allow for full customization of reminder settings, flexible scheduling options, and automated email notifications, Email Activity Reminder ensures that tasks are always on track and no deadline is missed. Whether you're managing a small team or a large project, this module enhances collaboration and productivity by keeping users consistently informed and engaged with their responsibilities. Moreover, by reducing manual intervention for task follow-ups, the module saves time and minimizes human error, making it an indispensable tool for any organization seeking to improve operational efficiency.
Q2. I am not sure how to set the SMTP for outgoing mail servers. Can you help with that?
A - Certainly! We have a detailed guide for setting up SMTP for outgoing mail servers. You can access the guide here - https://web.kopyst.com/sharedoc/ekabkg . For further assistance, just send us an email at odoo-support@zehntech.com.
Q3. I need some customization in this app. Is it possible?
A - Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.
Q4. Will I get lifetime updates for this app?
A - Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.
Q5. I have more questions regarding this app. How do I contact you?
A - Feel free to send us an email at odoo-support@zehntech.com with your questions, and we’ll get back to you as soon as possible.
About Zehntech
We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.
Since 2013, Zehntech has been a force in Software Product Development and SaaS Engineering, delivering over 8 products with a 5 million ARR. These products span Utility and Oil & Gas IIOT solutions, E-commerce platforms, and Enterprise web and mobile applications, including Y-incubator-backed startups. Our team, following industry-standard processes, focuses on transforming business challenges into scalable solutions.
Key Competencies:
ERP and CRM : Solutions built for streamlined business processes and customer relationships across the organization.
IT Product Development: Tailored software solutions for unique business needs.
SaaS Engineering: Scalable and secure SaaS solutions designed for optimal performance. AI/ML Product Development: Creating intelligent, data-driven systems.
Web and Mobile Development: Comprehensive end-to-end development services.
Cloud Computing: Robust and scalable cloud solutions.
24/7 Support Services: Round-the-clock support to ensure business continuity.
Our Services
Odoo Customization
Odoo Support & Maintenance
Odoo Integration
Odoo Implementation
Odoo Migration Services
Odoo Theme Development
Odoo Website Development
Odoo Mobile App Development
Get In Touch
Need help?
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
CRM Daily Activity Reminder
CRM Daily Activity Reminder App provides a complete solution for managing the activities of Users that assigned to them by automatically send the Activity reminder email in CRM module to not miss any Leads/Opportunities.
Table of contents
Key Features
- Set the Deadline Reminder Due Date For The Activity: Set the Reminder Due Date for Activity. The module allows you to define the exact date and time when reminders should begin for a particular activity.
- Editable scheduled activities: Ability to edit scheduled activities, users can easily adjust task details, update deadlines, or modify reminder intervals as priorities change.
- Automated Email Reminders for CRM Activity: The core functionality of the module is its ability to automatically send reminder emails at pre-defined intervals. Whether it's a one-time reminder or a recurring notification.
- Automated Activity Deadline Status: Admin can view the list of all Activities and can take actions for the passed date activity.
Summary
CRM Daily Activity Reminder Odoo App, designed to streamline task and activity management by automating email reminders for deadlines in the CRM Module. This tool allows administrators and users to set reminder schedules based on activity due dates, ensuring no task is missed. The automated reminders help teams stay organized, meet deadlines, and maintain efficient workflows, whether for daily tasks or larger projects.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to the CRM Daily Activity Reminder in your Odoo dashboard.
- Create Pipeline: Go to CRM section to create Pipeline and set stages.
- Schedule Activity: Click on Activity below Opportunity form to schedule the activity.
- Set SMTP Outgoing Mail server: Set up SMTP for outgoing mail server to set the sender's address and test connection.
- Set reminder due date: Set the specific reminder due date for activity reminder to when it starts.
- Check Activity Reminder cron: Check the execution dateTime in Activity reminder cron from schedule actions.
- Run the Cron: Run the Cron manually to check the Activity reminder emails are sent.
- Check Activities Status: Go to the Activities menu item beside sales and can check the deadline status of Activities.
Support
Zehntech Technologies
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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