Vtiger is a popular customer relationship management software used by business administrators to manage sales, marketing, customer relations, team and other business management tasks efficiently . The business administrators want to have a close check on all the processes. To keep them updated about the latest advancements they can configure our Vtiger Notification Extension with their Vtiger CRM.
The “Notification extension” is a powerful Vtiger extension that keeps you updated about the latest information. It triggers a reminder or alert box on the menu header which can be assessed easily in just a single click. This extension works on Vtiger’s standards and is ideally used to add reminders regarding tasks and projects. It may display a trigger showing ticket creation, new opportunities, contact, etc. The notification extension displays information or tasks that need urgent follow-up.
Vtiger allows you to add custom notifications using this extension. If you want to configure the extension follow the steps below:
Install the extension in your CRM or get from VTDEV.
From the CRM settings. Go to automation and the click Workflows.
Click “New workflow” to create a new workflow and trigger notification.
Give a name to your workflow. Select a module and description.
Choose when the workflow will trigger.
Set conditions to run the workflow.
To add a notification press “Add action” button and then select “Create record”.
Now in the create record field select Notification.
Click add field button. Now select the description field and type the text that will be displayed in the notification.
That’s it.
Add the Vtiger Nofiifcation plug-in to your Vtiger CRM and be updated on the important information. Contact VTDEV today.
