Set alarms for follow-ups

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SuperOffice CRM can notify you before your meeting is about to start. When it is time to start your meeting, a notification will pop up. If it is a video meeting, you can start your video meeting by clicking the notification pop-up.

You can set an alarm so you get a notification before your meeting begins -screenshot

To be notified of a follow-up in advance

  1. Check the Alarm checkbox in the Details tab in the Appointment, Task or Phone Call dialog.

  2. In the field next to the checkbox, add the number of hours and minutes ahead of your meeting you wish to be notified.

    The default is 10 minutes, but you can change it.

Note

To avoid the sound of the alarm disturbing your colleagues, you can set it to switch off after a certain time. Go to icon Personal settings > Preferences > Diary and edit the Silent after option.

Note

If you edit a repeating follow-up, you are asked if you want to change only this instance, or this and all future instances.

When the notification time arrives, the Alarm dialog opens, containing information about the company, date, time, type, priority and location.

Options in the Alarm dialog

  • Click OK to confirm that you have seen the information.
  • Click Show to open the follow-ups dialog and display more information.
  • Check Remind me in 5 minutes and click OK to repeat the alarm.