Stay on top of your open opportunities and improve your sales conversion rate. Delivered right to your inbox, you will always be equipped with the latest list of opportunities on hand.
#1406 - Possible to change the alerts type to send Accounts instead?
We currently don't use the Opportunity's tab, all of our 'leads' are set up as accounts.
All accounts have a "spoken to" field that is either yes or no.
Is it possible to change the alerts options of this software to send out random accounts that have the "spoken to" field set to no?
Please let me know, and/or if there's anything I need to change in the source myself.
Thanks, Wayne
CRM Alerts
8 years ago
Hi Wayne,
Thanks a lot for choosing OpportunitiesAlerts.
Since we don't provide an option to change the configuration, If you dare, of course you can change the source!
Nevertheless, the necessary changes to achieve this, are too extensive to explain them by this mean. I can give you a clue or a tip. Obviously we cannot give you garantees or additional support with the new changes (please refer to the license).
The other option is to ask us to make the changes for you. We can quote these changes on demand. Please ask us if you consider this option.
Anyway, here is the tip: you should begin at OpportunitiesAlertsScheduleDefs.php. There is a function called prepareMail where you can organize the body of the report. You will need to change the queries in the same flle.
You will also need to adjust the labels in the language files.
Hope this to help you
Daniel
8 years ago
Hi Daniel,
Please provide me a quote for the work as stated :).
I don't think the changes are that extensive!
I can also give you a bit more indication of how I intend to use your plugin/module.
Thanks, Wayne
8 years ago
Hi Daniel,
Possible to get back to me with a price for the work please?
Thanks, Wayne
8 years ago
Hi Wayne,
I will... by private.
I will be waiting for you if you consider to better define your need, or to provide more details. Please do it by private in order for me to close this thread, since actually this is not a software issue.
8 years ago
Sure, I can't seem to send you a private message.
How would you suggest I contact you?
Thanks, Wayne
8 years ago
I 've already sent an email to you. It is visible for me from your profile.
8 years ago
Received, please close this ticket and thank you for your help.