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Doubt - Creating a follow up
#11
Yes, but what the sense received almost immediately a pop up reminder? if new event ( follow up in this example ) is set to tomorrow?
Ranieri
eCRM Web
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#12
I dedicated some time to review this functionality and I see it working correctly.

It will remind you of any event in the past week for which it hasn't already informed. I suppose it is a week so you can go out on vacation for some time and get a reminder of the events that past while you were out.
It will repeat the reminder if you edit the event.
If you are getting the reminder immediately it is because it is in the past.

I added some code to filter out the closed events, that will reduce the number of unnecessary reminders.
Joe
TSolucio
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#13
Looks good.

There are 3 fields date

Start Date
Due Date
Follow up date

Reminder considering what date for shows a pop up?
Ranieri
eCRM Web
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#14
Start Date
Joe
TSolucio
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#15
At 1s time I agree with you, but when user create a follow up, system will show a pop reminder immediately, not is functional.

And not will reminder in follow up date
Ranieri
eCRM Web
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#16
That is not how it works. It will remind you of the record you are editing if you haven't closed it, and it will remind you of the new follow up event when the time comes for that.
Joe
TSolucio
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#17
Does not seem very easy to use

Suppose I create a task for my assistant, schedule a meeting with the client

She calls and the customer says "I'm busy right now, call me in 30 minutes please"

She needs

go to task status, mark as completed,
go down the screen and go on the follow up,
choose today's date,
change the time,
choose the type of activity

and can not forget to check the check box - create follow up.

This check box is something else that causes the user to mark a date and needs to check the box as well? What is the need? or better in what situation the user would put a date but do not want to create the follow up?
Ranieri
eCRM Web
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#18
Sounds good. If you want to implement that ask our commercial office for a quote.
Joe
TSolucio
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#19
I wish only disabled all native verification.

What part of code I can comment ?

Or If you can add a global variable for that, I will appreciate.
Ranieri
eCRM Web
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#20
It is one of these three:

https://github.com/tsolucio/corebos/blob/master/include/js/general.js#L1091
https://github.com/tsolucio/corebos/blob/master/include/js/general.js#L1095
https://github.com/tsolucio/corebos/blob/master/include/js/general.js#L1099
Joe
TSolucio
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