Reminders Module Update

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The Reminders module in the Pepperi app is being updated. There is no downtime or any action required on your end.

If you are using Reminders, you will be seamlessly updated by the end of January.

The new Reminders module utilizes the Activity Forms, allowing you to benefit from:

• Workflows and Rule Engine included in Activity Forms
• Configure fields in the Activity to your needs
• Configure the calendar entry title
• View Reminders in a dedicated Activity List

Changed functionality:

• Account address will be set to the calendar’s address field (and seen under the title).
• Calendar’s subject will also contain the address (this is a built-in calendar display functionality).
• Repeat functionality no longer supported.

Please contact support with any questions.

Merav Bitton January 16, 2020 15:03 Edited

• Official comment

  

  Hi

  Sorry for the delay on this.

  Assuming you have the reminder info in an Account custom field, you can display that field on the Account Dashboard Header. (It will not be a pop up notification).

  If you want to pop it up when a new sales order is started, then you can add a conditional alert notification action in the Workflow from New->In Creation to pop up if there is a reminder for that Account.

  The "within range" request is not on our roadmap.

   

  Thanks

  Merav

   
• 0

  

  Hello,

   

  Can a reminder be set at n account level and the reminder appears when:

  1. The acccount dashboard is viewed

  2. A new sales order is started for the customer

  3. The device/user is within a certain range of the customer (which would require "Always On" location tracking for the app)

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