InApp Notification

notification

Setup Important(Default) Notification

Notification Settings : this option allows users to customize notification for the actions performed on the records.

Events

Event Invitation : This option allows admin users to set up the customized event invitation to notify the users assigned to. 

Example

Notification Title – You’ve event Invitation

Add Field – Event:subject

Notification Message – $events-subject$ $events-date_start$ $events-due_date$

event-invitation

 

Event Reminder : This option allows admin users to set up the reminder before the event to the assigned records.

Example

Notification Title –  Event starts shortly.

Add Field – Event:subject

Notification Message – Event $events-subject$ due on $events-date_start$

Set Reminder Before – 1 minute

event-reminder

Conversions 

When Record Assigned : This option allows admin users to set up the custom notification when records have been assigned to the users for the added modules.

Example
Notification Title – Notification for assigned record

Notification Message – You’ve been assigned to record, click to see more information

Select module to allow to send notification when record assigned  – Contacts, Organizations, Leads, Events…

conversions

 

You were mentioned in comments : This option allows admin users to set up the custom notification when any user has been mentioned in the comment.

Example

Notification Title – You’ve event Invitation You’re mentioned in comments

Add Field – Comments:Assigned To

Notification Message – $modcomments-commentcontent$

Comments have been added to record assigned to you  : This option allows admin users to set up the custom notification when any record assigned to the users has been mentioned in the comments.

Example

Notification Title – You’ve event Invitation You’re mentioned in comments

Notification Message – $modcomments-commentcontent$

Select module to allow to send notification when comments has been added to record assigned –  Contacts, Organizations, Leads, Events…

mention-comment

Task

Task Reminder :  This option allows admin users to set up custom reminder for the assigned tasks to the users.  

Notification Title –  Task starts shortly…

Add Field – Calendar:Assigned To

Notification Message – $calendar-date_start$$calendar-smownerid$$calendar-subject$Task $calendar-subject$  due on $calendar-date_start$

Set Reminder Before – 1 minute

task

Follow Record

Notify when any updates to the record you’re following : This option allows admin users to set up custom notification when any updates noticed to the records users are following.

Notification Title –  Record you followed has been updated

Notification Message – Someone update record you’re following, click to see more information

Select module to allow to send notification when comments has been added to record assigned –  Contacts, Organizations, Leads, Events…

follow-record

Push notification 

section of CRMTiger Mobile Apps allows you to Broadcast Push notification to all users or send push notification on workflow events.

Setup Push notification from Workflow 

This notification has been set up from the workflow of the CRM. When you Install CRMTiger Mobile Apps extension It will add “CRMTiger Push Notification” Action in Workflow.

There are two types of Push notification when setup Push notification from workflow

Link message : This type of message will send push notification to users accessing CRMTiger Mobile Apps, so clicking on that will redirect the browser to the option page specified in Link message settings.

Send Push notification to Users

This notification allows admin or manager(User having access to manage other users) users to send Push notification to all active users using CRMTiger Mobile Apps.

There are two types of Push notification when setup Push notification

Normal message : This type of message will send push notification to users accessing CRMTiger Mobile Apps, so clicking on that push notification in mobile apps will open a specific record in mobile Apps.

Link message : This type of message will send push notification to users accessing CRMTiger Mobile Apps, so clicking on that will redirect the browser to the option page specified in Link message settings.

Updated on March 17, 2021

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