Reminders & Notifications

Purpose: 

The Reminders & Notifications feature helps users stay informed and take timely action by highlighting important records to notify themselves (Reminders) or sending in-app alerts to other users (Notifications). These alerts ensure that no critical activity, update, or deadline is missed within the platform.

Reminders are used to set personal in-app alerts for yourself. These can be configured for:

• Upcoming tasks, meetings, or follow-ups
• Important dates (e.g., contract expiry, renewal dates, etc.)
• Time-sensitive deliverables

Notifications are used to send in-app alerts to other users whenever:

• A record is updated (e.g., lead status changes from ‘New’ to ‘Won’)
• A specific field value changes (e.g., expected revenue exceeds the threshold)
• A key event occurs (e.g., support ticket escalated, task assigned, due date approaching)

You’ll receive the alert as a pop-up notification inside the platform at the scheduled time.

Reminders: 

Stay proactive with important actions by setting timely reminders based on date-related fields within your objects. 

How to Set a Reminder: 

• Setting reminders highlights the record in your chosen color, helping you easily identify it among others and ensuring you never miss a critical deadline.
• Set reminders only on fields of type ‘Date’ or ‘Date & Time’. 

• Even with the above-mentioned fields, reminders will not be available if you select ‘Date Range’ or ‘Days’ as the date type.

How to Set a Reminder: 

Select a module → select an object → locate a ‘Date’ or ‘Date & Time column’ → click the vertical ellipsis (⋮) icon in the column header → select ‘Reminder’. 

In the Reminder Settings Panel:

Step 1: Give your reminder a name.

Step 2: Choose a style (cell/row/text) and color: 

• Cell – the selected color will be applied to the background of the specific cell.
• Row – the entire row will be highlighted in the selected color. 
• Text – only the text within the cell will appear in the chosen color.

Step 3: Use the ‘Reset Reminder On’ setting: 

• Update Same Field – resets the reminder when the same date field is modified.
• Update Any Field – resets the reminder when any field in the record is modified.

Step 4: Add a message in the ‘Reminder Text’ field. You can also click the ‘Select an attribute’ button in the right corner to input any dynamic value to customize the reminders.

Step 5: Set up notification:

• Reminder With Notifications – enable the ‘Notification’ checkbox to receive a timely in-app alert containing the same message entered in ‘Reminder Text’.

• Reminder Without Notifications – leave the ‘Notification’ checkbox unchecked if you do not wish to receive an in-app alert.

Step 6: Define the Wait Time: 

• Before – The reminder will activate before the selected date by the specified number of days, hours, and minutes, excluding the selected date itself from the count.

Example: If the selected date is July 20th and the wait time is set to 2 days before, the reminder will trigger on July 17th.

• After –  The reminder will activate after the selected date by the specified duration, excluding the selected date from the count.

Example: If the selected date is July 20th and the wait time is set to 2 days after, the reminder will trigger on July 23rd.

Step 7: Click ‘Submit’.

Once configured, the selected color will highlight only those records that have an upcoming reminder, offering a visual cue for timely action.

Notifications: 

Keep users informed in real-time by sending notifications triggered by key updates, status changes, or field value modifications within your objects. 

How to Create a Notification: 

Follow the steps below to create and configure a notification:

Step 1: Access the Notifications Panel

• Go to the top-right corner of the Office24by7 platform.
• Click on the bell icon to open the Reminders & Notifications panel.
• Click on the ‘Notifications’ tab.

Step 2: View or Add Notifications

You will see a list of notifications that have already been created.

To create a new one, click on the ‘Add’ button.

 
Step 3: Configure the Notification Rule

Enter a Notification Name.

Select the Object where this notification should apply.

In the Field dropdown, select the field you want to track.

Choose the appropriate Condition (e.g., is, is not, contains, etc.).

Enter the Value that will trigger the notification.

 
Step 4: Define Notification Style

Choose a Color to visually highlight the notification.

Select the Style of the highlight:

• Cell – applies color to the specific cell
• Row – applies color to the entire row
• Text – changes only the text color

Step 5: Add Notification Message

In the ‘Notification Text’ field, enter the message to be displayed in the in-app notification.

You can also click the ‘Select an attribute’ button in the right corner to input any dynamic value to customize the reminders.

 
Step 6: Set a Delay (Optional)

If you want the notification to appear after a certain time, go to the ‘Wait Time’ section.

Choose ‘After’ and select the Days, Hours, and Minutes from the dropdown.

 
Step 7: Click ‘Submit’ to save the notification.

You will now see that the notification appears in the bottom-left corner of the platform interface when triggered.

Note: The name of the user who created the notification appears on top of the notification panel in the format “By <user.name>”. In the example above, ‘Charlie’ is the user who created the notification. 

Notification Recipients Logic: 

• If the record contains an ‘Assigned To’ field with a user assigned, the notification will be sent to that user.
• If the ‘Assigned To’ field is empty, the notification will go to the user who created the record.

Note: Once configured, the selected color will highlight only those records that have an upcoming notification, offering a visual cue for timely action.