- Pop up reminders and alerts
- Posted by Gabby Ventura on March 21st, 2007
I need to know if there is any other way then code writing to get from the
web client a popup message reminding users there tasks and appoitnments ,
assuming there is not outlook around ? also what is the best way to
unsderstand what are my today's tasks and appointments
regards
--
gabby ventura
f1systems
- Posted by Michael Cross on March 21st, 2007
Gabby,
Assuming that they have CRM open, one option is to have the default view be
Activities.
This is set by going to the Navigation Pane on the left, clicking on
Personalize Workplace, select the General tab, and then setting the default
Pane and Tab.
Once this is set, whenever the user logs in to CRM, the first screen they
will see is the Activities.
That's all I can think of at this point, without doing some coding.
Mike
Navint, LLC
http://www.navint.com
"Gabby Ventura" wrote:
- Posted by Gabby Ventura on March 21st, 2007
Thanks for the quick reply , furthermore is there a bidirectional sync
between excchange\pop3 based outlook 2k3 and higher and the CRM system so
that pop ups will pop up ?
is that means the user will maintain different calendars personal and CRM's
?
thanks
--
gabby ventura
f1systems
"Michael Cross" wrote:
- Posted by Michael Cross on March 21st, 2007
Gabby,
As far as I know, there is no bidectional synch for popups/alerts.
However, one option you have for users without Outlook is to use a
third-party add-on such as Group Calendar from c360
(http://www.c360.com/GroupCalendar.aspx).
Mike
Navint, LLC
http://www.navint.com
"Gabby Ventura" wrote:
