CBMS ERP CRM Daily Reminder


The tool to notify salespersons of topical activities by leads and opportunities
For the full details look at static/description/index.html
– Configure your own single-list reminders for any CBMS records using <a href="https://apps.cbms.ng/product/total_notify/">the tool All-In-One Lists Reminders</a>
– Some email clients / browsers might partially spoil the table appearance

* Features *


SKU: notification_crm Category: Tag:


The tool does not require extra dependencies beside standard CBMS apps

Configure your own single-list reminders for any CBMS records using the tool All-In-One Lists Reminders

Some email clients / browsers might partially spoil the table appearance

This is an CBMS tool to remind salespersons of leads and opportunities by which an action should be undertaken today or in the Past.

Single reminder for all CBMS opportunities’ actions

Notification is done as a single message with opportunity next actions combined in the table. No dozens useless emails!

Individual list of actions

The reminder is sent for each salesperson individually. If a user does not have overdue leads, he will not receive a notification

Only topical to-do list

The tool gathers all CRM leads / opportunities and checks whether the next action should be done urgently: today or in the Past

Essential agenda

Choose CRM stages on which an opportunity would be included into the list. For example, new and qualified leads are important, while done and canceled are out of interest

Configurable CRM reminder

Modify email appearance of the notification through the CBMS technical settings > User Interface > Views > ‘crm_lead_overdue_notification_template’. Be cautious with dynamic expressions. Have you broken everything? No problem: delete this template and update the module

Flexible notification time

The reminder is sent once per day and it is possible to apply comfortable time for that. To this goal go to the CBMS technical settings > Automation > Scheduled Actions and find the job ‘Notify users about overdue leads’.

CBMS CRM reminder
CRM stages for reminder

  • Check this user preferences. Are they configured to receive all email notifications from CBMS?
  • Check that CRM stages are configured. Does a user have any opportunities with broken/today deadlines on those stages?

According to the current CBMS Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that CBMS team does not control those policies. By all questions please contact the CBMS Apps Store representatives directly.

The easiest approach is to use the CBMS store built-in workflow:

1. Open the module’s page and click the button Deploy on CBMS ODOO.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click ‘Create a new repo’ or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your CBMS.sh project

3. Then, go to CBMS ODOO.sh and click on the deploy button, submit the decision in the pop-up window and click ‘Continue’. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the CBMS store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by CBMS ODOO.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the CBMS ODOO.sh project or wait until it is automatically built if your settings assume that.

  1. Unzip source code of purchased tools in one of your CBMS add-ons directory

  2. Re-start the CBMS server

  3. Turn on the developer mode (technical settings)

  4. Update the apps’ list (the apps’ menu)

  5. Find the app and push the button ‘Install’

  6. Follow the guidelines on the app’s page if those exist.

Yes, sure. Take into account that CBMS automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

No, third party apps can not be used on CBMS Online.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard CBMS module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

The price for our modules is set up in euros. The CBMS store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

CBMS opportunities are combined in a single salesperson to-do list

CBMS CRM reminder

Choose stages for notifications: remind only of topical leads

CRM stages for reminder

CBMS demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

To demand such a database, press the button “Live Preview” on the top of this page or copy the link https://mycbms.com/s/4mjyh5

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the “Website” link on the top of this page and push the button “Bug Report” (the tab Support). Alternatively, copy the link https://mycbms.com/s/pt6rg0

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, CBMS server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the “Website” link on the top of this page and push the button “Share Features Ideas” (the tab Support). Alternatively, copy the link https://mycbms.com/s/zm6o4g

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra CBMS services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but also provides a full range of CBMS services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012 and might help with any technical or business needs.

To contact us for details and conditions: press the “Website” link on the top of this page and push the button “Request Individual Customization” (the tab Support). Alternatively, copy the link https://mycbms.com/s/owuzqi

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the “Website” link on the top of this page and push the button “Raise Question” (the tab Support). Alternatively, copy the link https://mycbms.com/s/jsji2v

About the team

CBMS (mycbms.com, former CBMS ODOOtools.com) is the team of developers and business analysts to help you extend CBMS’s potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful CBMS apps developed. We are open for new ideas and challenges to create the best CBMS apps for business needs all over the world.

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