About Activity RemindersIf a reminder is configured for an activity, then at the specified time, reminders are sent to the activity owner and to each user in the list of users on the activity, if the Activity Notification field settings at user level or at company level allow activity notifications to be sent to the user. NOTE: If the Delegated By field is populated on an activity, and if a reminder is configured for the activity, then the reminders are sent to the user specified in the Delegated By field, as well as to the activity owner and the other users on the activity. If you create an activity for another user, or if the Delegated By field on an existing activity is blank when you assign the activity to another owner, then your name automatically appears in the Delegated By field after you save the activity. If you do not want to receive the reminders for that activity, then you must delete your name from the Delegated By field. Reminders can be sent as email, or displayed in a pop-up window, or both, depending on the value that is selected in the Activity Notification field. For information about the Activity Notification field, see Setting Your Default Calendar View. About Email RemindersEmail reminders are sent in the user's language. The subject of the activity is displayed in the subject line of the email. In an email reminder for an appointment, the message includes information from the Subject, Start Time, Status, and Description fields on the appointment. It also includes the names of the contacts who are linked to the appointment, the name of the account that is linked to the appointment, if one exists, and a link to the Detail page of the appointment in Oracle CRM On Demand. In an email reminder for a task, the message includes information from the Subject, Due Date, Priority, Status, and Description fields on the task. The email message also includes a link to the Detail page of the task in Oracle CRM On Demand. About Pop-up RemindersPop-up reminders are displayed in the Activity Reminder pop-up window, which opens when a reminder is due. In a pop-up reminder for an appointment, the start date and time, and the subject are displayed. In a pop-up reminder for a task, the icon indicating the priority of the task (if applicable), the due date, and the subject are displayed. If multiple reminders are due, then the reminders are sorted by the date and time, with the activity that is due first at the top of the list. The first time the Activity Reminder pop-up window opens after you sign in to Oracle CRM On Demand, it displays the reminders that became due since you last signed out of Oracle CRM On Demand. If any alert windows appear when you sign in, then you must close the alert windows before you can interact with the Activity Reminder pop-up window. In the Activity Reminder pop-up window, you can do the following:
NOTE: Oracle CRM On Demand retrieves the details of the activities for which reminders are due every 30 minutes, and stores that information. If you reschedule an activity within 30 minutes of the reminder for that activity becoming due, then the reminder might be displayed based on the original schedule for the activity. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |