When I reschedule a call I only get an email reminder once I’ve edited and saved the actual call again, this is extra step I’d like to save he call centre operatives. Also even though I’ve enabled popups (browser and Suite) I get no popup reminder, an no notification in the bell.
I have tried to create a workflow, but I’d need to create it on the Call Reschedule module, which then doesn’t give me Calls module as an option in conditions, which I’d need to access to get the Reminder time from?
Has anyone managed to create a workflow that can accomplish this, or some other approach maybe?
Would a logic hook solution be a possibility for you? Meaning: are you a developer?
In logic hooks it’s much easier to circumvent the Workflow limitations and jump from one module to a related module.
Another approach would be to look for the place in the code where the Call is saved, and compare it to what happens in a “Reschedule” operation. Then you could make sure the reschedule runs whatever it is that sets up the email reminders.
About the reminders in the balloon on the top menu, they depend on Scheduler Jobs. Check if your individual jobs are running successfully. And check if the timezone setting on your CLI PHP is correct.
Using phpMyAdmin I can see that the reminders table is getting populated, but the alerts table is not.
I have seen an errors like below in suitecrm.log around the time of saving the call with a reminder …
process_order_by: (reminders_invitees.date_entered) does not have a vardef entry.
process_order_by: (alerts.date_entered) does not have a vardef entry.
The date_entered field in the reminders, and reminders_invitees tables are an hour behind, yet Linux system, php CLI, MySQL and Suite Time zones are all reporting the correct BST time. Email reminders arrive at the correct time.