The CRM Module in xTuple ERP offers support for user To-Do lists. Users may either assign To-Do items to themselves—or they may have To-Do items assigned to them. Because To-Dos are often time-sensitive, the system includes Alarm functionality. To-Do Alarms can may be sent as email by the Batch Manager. In this section we'll explore how this is done.
In order receive an email for a CRM To-Do Alarm, the user's preferences must be set up to enable them. To do that, follow these steps:
Follow this path:
Specify the user who should be notified about the Event
Select the "Alarms" tab
Under "Default Actions", make sure the "Email" option is selected
The following screen shows this configuration:
User can receive Alarm notifications through multiple methods: as Events, email, or System Messages. For this exercise, we will be focusing on the email method, as emails are sent through the Batch Manager. Select the SAVE button to ensure the user Preferences are saved.
The next step in this process is to create a To-Do item with an associated alarm. To begin, follow these steps:
Follow this path:
Select the NEW button
In the "Task Name" field enter "xTuple"
In the "Description" field enter "Learn about xTuple"
Set the "Priority" to "Normal"
Set both the "Owner" and "Assigned" fields to your xTuple username (select it from the list)
In the "Due" and "Assigned" fields, enter today's date―but leave "Started" and "Completed" blank
The screen should look as follows:
Now that we have a To-Do created for our user, let's create an Alarm for it. To do that, follow these steps:
Select the "Alarms" tab
Select the NEW button
Set the "Due field" to "15 minutes before"
Set the time equal to the current time
Make sure the "Email" option is selected and that the correct email address appears in that field
Tip
You can lookup and add the email addresses of other users who should also receive this Alarm by selecting the USER LOOKUP button. Likewise, the email for a Contact may be added in the same way by using the CONTACT LOOKUP button.
The Alarm screen should look like this:
Once you are satisfied everything looks correct, select the SAVE button.
Assuming the Batch Manager is running, you should receive an email notice of the Alarm right away. The email message will look something like this:
Of course, Alarms are sent when they are due. In this example, we set the time and date due to immediately. However, Alarms defined in the future will not be triggered until their due date/time arrives.