Select Field for Notification : Select Field for which you want to Trigger Notification. (iii) If you Select “Now” in Trigger Notification then Reminder And Notification Page will be shown as below screenshot. For Example, Selected Field is Status and you will update the Record by changing Status Field Value. Select Field For Notification : Select Field for which you want to Trigger Immediate Notification. Record Updated : If you select “Record Updated(Include Creation)” Option then it will trigger when you Create or Modified Record on Primary Module. It will compare the Current Entire Date with Date Created field value. Select Field Comparison Type For Notification : Select Comparison Type Like “Compare Entire Date”. It will Match Current Date when Creating New Record & it will send Immediate Notification. For Example, Selected Field is Date Created. Record Creation : If you select “Record Creation” Option then it will Trigger Notification when you Create a new Record in Primary Module. (ii) If you Select “Immediate Notification” in Trigger Notification then Reminder And Notification Page will be shown as below screenshot. (i) If you Select “Before/After” in Trigger Notification then Reminder And Notification Page will be shown as below screenshot. Select Field Comparison Type for Notification: Select Comparison Type for Compare the Field which is selected in the “Select Field For Notification”. Select Field For Notification: It Contains Module Date/DateTime/DateTimeCombo Type Fields. Trigger Notification: Select Notification Time Period like Before/After/Immediate/Now. It contains all the available Modules in SuiteCRM(Default & Custom Module). Select Module: Select Module for Reminder and Notification. Subject: Add Title which you want to see in Notification. Select Module (Click on the NEXT Button to go Add Conditions Step) Once Click on the “CREATE” Link, Add Reminder and Notification Page will be open. Create one now”)Ĭlick on “CREATE” Link to add a new record. ( Note: If there is no record then it will show a link “You Currently have no records saved. On click of the Reminder and Notification Link, the Listview page will be open. Open Administration page, Click on Reminder And Notification from the Other section. To open the Administration Page, Click on Admin tab as shown in below screenshot. Steps For Using Reminder And Notification Features : Step 1:
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