Reminders added to Cases and Opportunities

Last Saturday, we added reminders to Activities. It is now the turn of the Cases and Opportunities applications.

While in Activities, reminders work on a full timestamp that combined a date and a time, in these two applications, reminders are applied on a date only. With Cases this is the due date of the case. With Opportunities, this is the closing date of the opportunity.

In each of these applications, users will find a sub menu called Preferences. This form allows you to define default values for some selected fields. Below the Preferences form in Opportunities.

Opportunities-preferences

Reminders work on date and time. If you wish to have them triggered on time, it is important to have your timezone parameter set correctly. Go to your global Preferences > Presentation and check this parameter as well as the date and time regional format.

Preferences

As usual, the update is fully transparent so this new feature will appear automatically in your AppShore account.

Do not hesitate to contact us to raise any issues and give us some feedback.

Posted Feb 11 by AppShore Inc. 

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