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Author Topic: Follow-up reminders not working  (Read 733 times)

crschalper

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Follow-up reminders not working
February 24, 2015, 08:31:07 am
Hi everyone,

When I'm in the Change Case Status modal, I want to set up a follow-up, but apparently is not working (I don't get any reminder).

Is there something I need to configure somewhere?

Thanks!

demeritcowboy

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Re: Follow-up reminders not working
February 24, 2015, 10:48:52 am
You need to set up scheduled reminders (civicrm/admin/scheduleReminders?reset=1) and then also set up cron (http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs)

Another alternative if access control doesn't need to be too picky, is to use the ical feed and put them in your calendar, then set reminders as desired there, but I can't remember off the top of my head where the ical feed is.

crschalper

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Re: Follow-up reminders not working
February 25, 2015, 04:37:03 am
Thanks for the response. T

he thing is even if I fire the scheduled reminder manually, it doesn't work. ¿What else could it be?

crschalper

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Re: Follow-up reminders not working
February 27, 2015, 05:49:46 am
And also, I'm not talking about the reminders here: civicrm/admin/scheduleReminders?reset=1...

I'm talking about the one you can schedule when you change an activity status and at the bottom you can schedule a follow-up. I set up a cron and everything but is not working.

demeritcowboy

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Re: Follow-up reminders not working
February 27, 2015, 09:20:38 am
The word schedule is maybe misleading on the form. It should just say "create" followup. If you want scheduled reminders you have to also set up the criteria at civicrm/admin/scheduleReminders?reset=1. The cron job uses those criteria to decide which activities to run on.

crschalper

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Re: Follow-up reminders not working
February 27, 2015, 01:15:54 pm
Sorry because I'm using CiviCRM in spanish, but that's the follow-up I'm talking about.

The idea is that I could select one activity, date and time and I should get a follow up right?

demeritcowboy

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Re: Follow-up reminders not working
February 27, 2015, 07:35:02 pm
No the spanish translation is probably an accurate translation of the english. I'm saying the english wording can be misleading. You need to additionally set up scheduled reminders with a criteria, such as all activities of type followup, if you want to receive reminders. See here:
http://book.civicrm.org/user/current/email/scheduled-reminders/
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