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New Notifications pop up window - where do these come from?

MindyK 1 year ago in Home Portal / Classic Projects updated 1 year ago 2

We are using Classic, and occasionally, we have a 'new notification' popup window appear, when you login to XTRF. We cannot determine how this is activated, as it does not happen on every project. The link that appears in the new window is https://XXXXXXXXXX/xtrf/faces/reminder/userReminderWindow.seam. Can someone please help me determine how these are activated? As mentioned, these do not appear in every project. They also seem to leave a message in the CRM for the project. The only commonality I can find, is the comment: Contact Person Unspecified, from the CRM note. Thank you for your help.

Answer

Answer
Answered

Hi Mindy 

It seems that those are notifications about CRM task activities. One of the ways the XTRF can notify the user about the CRM activity is a pop-up window. 

There's an option in the system configuration > General Configuration > Settings > CRM tab to automatically create CRM tasks (with reminders) for deadlines of Projects, Tasks, Jobs and the Quote expiration date. 

From what I can see in your system it is set up to add a CRM task for the project deadline and the quote expiration date. It means that every time you add a project or a quote system creates CRM task automatically, that task has a reminder that should alert the PM of the project (or sales rep. of the quote) one day prior to the scheduled deadline (quote expiry) with a pop-up message.

System is able to display those windows only when a user is logged into the system. If the XTRF is not able to display the pop-up at scheduled time it will be presented to the user after the next login. 

If you feel that those notifications are unnecessary you can disable them in the system configuration at any time.

Best regards,

Marek

Answer
Answered

Hi Mindy 

It seems that those are notifications about CRM task activities. One of the ways the XTRF can notify the user about the CRM activity is a pop-up window. 

There's an option in the system configuration > General Configuration > Settings > CRM tab to automatically create CRM tasks (with reminders) for deadlines of Projects, Tasks, Jobs and the Quote expiration date. 

From what I can see in your system it is set up to add a CRM task for the project deadline and the quote expiration date. It means that every time you add a project or a quote system creates CRM task automatically, that task has a reminder that should alert the PM of the project (or sales rep. of the quote) one day prior to the scheduled deadline (quote expiry) with a pop-up message.

System is able to display those windows only when a user is logged into the system. If the XTRF is not able to display the pop-up at scheduled time it will be presented to the user after the next login. 

If you feel that those notifications are unnecessary you can disable them in the system configuration at any time.

Best regards,

Marek

Hello Marek,

Thank you for that explanation. Can you advise why it's not created on ALL projects?

Yes, please advise how we can disable them in the system configuration. Thank you for your help.

Best, Mindy