Alert Summaries | Pentalogic Technology

Posts Tagged ‘Alert summaries’

Contract renewals in Office 365

Date:April 30th, 2013 Author:Stuart Pegg Tags: Alert summaries, Office 365, Overdue alerts, Reminder, Reminder 365, SharePoint alerts, SharePoint Online
Category: Reminder 365, SharePoint Alert, SharePoint Online / 365 / Cloud Comments:0 ;

Remembering to check when contracts are up for renewal can be a chore. Instead of waiting for someone to nag you about it, beat them to it with your own monthly reminder e-mail.

Here’s how you’d set it up

Select your list and view:

Choose list

Then choose when you’d like the e-mails sent. Here we’ve set them up for the first Monday of each month:

Pick schedule

Next choose “Items due before next check” and the column with the renewal date in. This will send e-mails for renewals due this month:

Send alerts for

Give the e-mails a subject and some explanation in the header. We’ve chosen to end the e-mails to HR and copy in the manager:

Give it a name, save it, and that’s it! Reminder 365 will start delivering e-mails like this every month:

Example email

Sales follow-ups in Office 365

If you’ve got a list of potential or current customers, it’s likely you’ll want to keep in regular contact with them (especially in the case of sales leads). So skip making checking the list every morning, and just get a summary e-mail of today’s contacts. That’s less time logging in or messing around trying to use SharePoint from a mobile phone, and more time making calls.

Here’s how you’d set it up

Select your list and view:

Choose list

Then choose when you’d like the e-mails sent:

Pick schedule

Next choose "Items due before next check" and the column with the next contact date in (this will send e-mails for contacts due today):

Send alerts for

Then give the e-mails a subject, header, and a motivational footer like ours:

Above we’ve chosen to send e-mails to the assigned Agent, CC-ing the manager. Give it a name, save it, and that’s it! Reminder 365 will start delivering e-mails like this every morning:

Example email

Meeting reminders in Office 365

Want to send reminders of all your meetings, without having to manually set them up in Outlook? Reminder 365 can send all attendees a summary of all of their meetings today first thing in the morning.

Here’s how you’d set it up

Select your calendar and the All Events view:

Choose list

Then choose when you’d like the e-mails sent:

Pick schedule

Next choose "Items due before next check" and the meeting start time:

Send alerts for

Then give the e-mails a subject (and optional header/footer), and choose to send them to the attendees:

Just name your alert, save it, and that’s it! Everyone now gets meeting reminders like the below every day: It’s that easy.

Example email

Reminder 365: Date-based alerts for Office 365

Date:April 26th, 2013 Author:Stuart Pegg Tags: Alert summaries, Office 365, Overdue alerts, Reminder, Reminder 365, SharePoint alerts, SharePoint Online
Category: SharePoint Alert, SharePoint Online / 365 / Cloud, SharePoint Reminder Comments:0 ;

Reminder 365 is now available! Sign up today for your free account!

What is it?

Our Reminder web part has been extremely popular for those using the on-premises version of SharePoint but its not been available for those of you on Office 365 / SharePoint Online. Now we have a version of Reminder especially for SharePoint Online customers.

Reminder 365 builds on SharePoint Online’s built-in alerts, so you can get more from Office 365:

tick Create alerts for due or overdue items
tick Customize alert e-mails
tick Send daily, weekly, or monthly summaries
tick Free to use: Upgrade if and when you want
tick No installation: Just sign up and go

What’s it for?

Here are some of the things our beta testers used Reminder 365 for:

Why not see what it could do for you:

Reminder 365 – Overdue alerts for Office 365

Date:March 6th, 2013 Author:Stuart Pegg Tags: Alert summaries, Beta, Office 365, Overdue alerts, Reminder, Reminder 365, SharePoint alerts, SharePoint Online
Category: SharePoint Alert, SharePoint Online / 365 / Cloud Comments:0 ;

Reminder 365 is now in beta! Sign up now to try it for free:

Customisable and data-based alerts for Office 365 / SharePoint Online

What is Reminder 365?

Our new hosted product for Office 365 (aka SharePoint Online) that allows you to send alerts for:

Items that are due soon: Send a daily nag e-mail to task assignees
Overdue items: Let managers know what’s gone overdue this week
All items on a view: Get summaries every month of new documents

There’s no installation: Just sign up on the site and you’re good to go.

How much does it cost?

Reminder 365 is free during beta. Final pricing has not yet been decided.

How long will the beta last?

We intend to run the beta for between 3-6 weeks. So the sooner you start, the better!

Are there any perks to being a beta tester?

You get a chance to shape the product before it’s released to the general public. We’re not ruling out discounts for active beta testers, but since we haven’t finalised the pricing we don’t yet know what we’d be discounting!