Reminder is a component of TAR (Tasks, Actions and Reminders). Reminders (the word says it all.....) are mend to remind you of certain actions/tasks , for instance: call a customer about an quotation or an invoice. Reminders are stored in the logs. Reminders can be deleted and edited.
TAR is developed for system automation. TAR stands for: Tasks, Actions and Reminders.
TAR is a collection of the smallest identifiable and essential pieces of a process that serves as a unit of work, and as an instrument to make a difference between various elements of a process.
- TASK is the element that will block time or add a deadline to a(n) action(s).
- ACTION is depending on the conditions (the criteria rules) that TAR will automatically or semi-automatically run as an action.
- REMINDER is a notification to remind that something is not done or needs to be done. And because of the reminders that will be send to users, their lives will be easier!
- WORKFLOWRULES gathers all the TAR elements, here they can be configured and stored. WORFLOWRULES gives an easy structure to managing the process.
TAR example "Remind me of a quotation to check"
With TAR you can make sure that you (or one of your employees) receives a reminder to make sure there will be a follow-up after sending the quotation. Beside that you will be able to plan to call customer as a task or you can combine a task with a reminder. In WorkflowRules you can: configure a reminder that will be send to employees and/or create an action, a task and a reminder to make sure the employee is reminded to call the customer about the quotation.
In the Task module or notification pop-up the employee will be reminded with a hotlink to the actual Quotation and Contact to call.
TAR is a toolbox of which the possibilities are endless. But even more important is that it is simple to use TAR by using the synoptic WorkflowRules (a part of TAR) With this first version of TAR we have focused on automating the CRM. In the following versions we will include automation for the JBA Extensions like Agenda, Notes, Reports and Online Shop.
We look forward to have your feedback on what you would like to have automated.
Want to know about: TAR