Notification of hotlist tasks should support email in addition to toaster pop-up

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  • Updated 4 months ago
We like the fact that address book, opportunity and case notifications now support email notification in addition to the toaster.

Alarm & Meeting Invitations - should also support an email reminder.  The use case in interesting.  For power users the alerts inside of Maximizer are better.  However, some users of Maximizer are occasional, and they don't want to leave the CRM open all the time.  Yet, they also don't want to miss alarms for tasks.  Adding this would help a lot.  This feature would have to be thought out enough to recognize when appointments already have an email reminder so as not to send both.  But for hotlist tasks this could help a lot.

Alternatively, we could just add Email Reminder to the task dialog.  Which ever is easier would make the solution better.



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Jonathan Arancio

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Posted 4 months ago

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Nelia

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Or perhaps just activate the outlook Maximizer task sync?
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Nelia

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Or perhaps just activate the outlook Maximizer integration for task sync?
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Jonathan Arancio

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I would prefer a native feature for two reasons:

1. Syncing to Outlook successfully means the user will have alarms in the CRM and Outlook.  Probably adequate but not ideal.

2. Syncing adds one more layer of administration.  Something else to go wrong.