I have been looking ways for to get notifications for lead follow-up, But it looks like I don’t find the fields Next Contact By & Next Contact Date.
Following documents mentions about these fields existence
https://docs.erpnext.com/docs/v14/user/manual/en/CRM/lead#21-reminders-to-follow-up-on-the-leads
Its a most critical functionality for us.
NCP
December 9, 2022, 8:31am
#2
Hi @Balakrishna_M ,
Since 1 year, documentation is not updated.
Documentation copy from version 13.
And CRM upgrades with the new features.
frappe:develop
← nabinhait:crm-enhancements
opened 05:23AM - 10 Jun 22 UTC
- Tab View in Lead, Opportunity and Prospect form
- Rearranged all existing f… ields
- Added a few missing fields
- A dedicated "Activities" tab to show all open tasks and events, as these are the most important thing in a CRM
- Open Tasks
- Open Events
- All Activities
- A dedicated tab for keeping notes
- The open tasks/events and all the communications and notes synced between Lead, Opportunity and Prospect
- A lead is disabled/read-only after being converted into an opportunity
- All the linked leads and opportunities are listed under a prospect
- Automatically create Prospect/Contact while making Opportunities from Lead
#### Lead Form
<img width="677" alt="Screenshot 2022-06-10 at 4 04 52 PM" src="https://user-images.githubusercontent.com/836784/173049178-a34470ba-e914-418c-86e9-cdcb1784ab45.png">
#### Opportunity Form
<img width="1008" alt="Screenshot 2022-06-10 at 4 20 22 PM" src="https://user-images.githubusercontent.com/836784/173049837-66367294-ee4f-4b9f-9239-4a0a21c17a6f.png">
#### Prospect Form
<img width="890" alt="Screenshot 2022-06-10 at 4 09 04 PM" src="https://user-images.githubusercontent.com/836784/173049244-0e5e1511-47a3-44ae-b233-d0112183a168.png">
----
#### Activities Tab
<img width="1207" alt="Screenshot 2022-06-10 at 4 04 17 PM" src="https://user-images.githubusercontent.com/836784/173048972-fdbd879f-cc84-4269-a4e8-7d5a9af6e2c3.png">
#### New Task
<img width="1140" alt="Screenshot 2022-06-10 at 4 00 24 PM" src="https://user-images.githubusercontent.com/836784/173051141-76ed9a7b-54c4-41fc-8703-ed0fe25ddb73.png">
#### New Event
<img width="1305" alt="Screenshot 2022-06-10 at 3 58 48 PM" src="https://user-images.githubusercontent.com/836784/173051078-c86fb9a7-9602-4ab4-9d0c-6b38fa7d6d30.png">
----
#### Notes Tab
<img width="1317" alt="Screenshot 2022-06-10 at 4 03 23 PM" src="https://user-images.githubusercontent.com/836784/173049023-b1b75b92-4026-4f0c-92b0-18af9f0fceb8.png">
#### New Notes
<img width="1252" alt="Screenshot 2022-06-10 at 4 03 05 PM" src="https://user-images.githubusercontent.com/836784/173051010-9ae6c314-fcb5-4e96-b7ab-83a3646c99cb.png">
`no-docs`
Thank You!
Thanks, Nihantra, forgive me for the delay in reply, the Docs need to be updated.
We’re still unable to find the way to get the notifications for Task created or even Event created specifically for followup reasons:
Ex: I create a Task/Event for a future event in which we expect to send the notification at the event time, which isn’t happening now & we think that was the most important feature of CRM.
Help, me to find a way for doing so.