Events and reminders

Integration of events and reminders allows you to set up interactions between the calendar on your device and the calendar in the app.

• Show personal events in the app’s calendar.
• Show CRM events in the native calendar of the device (available for iOS 6.0+, Android 4.0+).
• Create reminders for the CRM events in the native calendar of the device.

CRM events in personal calendar

Edit an app project in Woodford and select PIM > Events & Reminders from the Project menu. On this screen, you can:

• define which events trigger reminders
• define which events are displayed in the device calendar.

In general, this function is suitable for activities, such as tasks or appointments, but you can enable this for any entity with a date field (Start Date).

1. Click New and select an entity for which you want to configure reminders.
2. Select the Start Date and the End Date fields so that the system knows when to display the notification.
3. Select the Description field. This information is displayed in the notification.
4. Select one of the Integration options:

• Reminder Only – When the activity is due, and the Mobile CRM app is not running in the foreground, a reminder will be shown to users.
• Show in Calendar – CRM events are displayed in the native system calendar (a new calendar called ‘CRM Events’ will be added). This option includes also reminders. It does not allow users to edit CRM events within the native device’s calendar.
• Sync with Calendar – Any changes of CRM events made from the native calendar app will be reflected in the mobile app. This option includes also reminders.

Note

If you choose Reminders Only, the notification is displayed at the start time. If you choose Sync with Calendar, the notification is shown 15 minutes prior to the start time. That’s just the way it is. But users can always set a custom alert time for each event in their native calendar app, so there’s that.

Filter events

Optionally, you can restrict which events are added to the native calendar. Select one of the entities and click Edit Filter to define the condition. See Filter editor for more information. In the example below, only scheduled appointments owned by the current user are displayed.

Enable notifications

Even if you enabled reminders for certain events, additional configuration might be needed before your device can show notifications about upcoming activities.

Woodford admins control the default behavior for reminders:

1. In Woodford, select Settings > Configuration from the Project menu.
2. On the PIM/Email tab, set Use Reminders to True.
3. Optionally, check Lock if you want to force reminders to all users.
4. Save everything and publish the app project.

App users can overrule project settings (unless the admin locks the option):

1. In the app, select Setup or Settings from the menu.
2. Scroll down to PIM and enable the option to Use Reminders.
3. Save the setup.

Ultimately, all device notifications are controlled by the operating system of your device. Make sure that the Resco app has the necessary permissions to display notifications on your device. The exact method depends on your operating system.

Personal events in the app

Users can control whether they want to display personal events in the Mobile CRM Calendar from within the app. This option is disabled by default, users can enable it by turning on the Private Calendars option in the application's Setup section.

Administrators can change this default setting or enable/disable this option via Configuration. If Show Personal Events is enabled, users will have their personal events displayed in the Mobile CRM Calendar by default. If it's set on FALSE, personal events will not be displayed in the Mobile CRM Calendar by default.

The Lock option allows you to lock the setting, so that mobile users won’t be able to change it within the app.