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Reminders and notifications - Plugixa CRM
Two small features that work together and are worth understanding separately, because either can exist without the other.
Reminders
A reminder says tell me N before this happens. It is not a record you navigate to: it is something a record has, like a note or a tag.
Set one on anything with a date: a meeting, a call, a task. Choose how long before, and who to tell.
The check runs every five minutes
Due reminders fire on a scheduled job with its own five-minute recurrence, because WordPress ships nothing shorter than hourly and “remind me fifteen minutes before” is useless on an hourly check.
Like all WordPress scheduling, it depends on traffic unless you have a real cron. On a quiet site, a reminder can be a few minutes late because nothing woke the site up.
Notifications
The bell in the header reads one inbox per person. Reminders land in it, and so does anything else that has something to say about a record.
Each notification names the record it is about, so the bell is a way into the CRM rather than just a list of things that happened.
They are deliberately independent
This is the part worth knowing, because it explains the behaviour if one is ever switched off or missing.
Reminders never call the notification system directly. They announce that somebody should be told, and whatever is listening does the telling. If the notifications module were removed, reminders would still fire and would simply notify nobody.
The same is true in the other direction: notifications know about no other module. Anything in the CRM, including a plugin of your own, can put something in somebody’s inbox without either side knowing the other exists. See Hooks.
What this means in practice
- A reminder is per record and per person, not a global setting.
- Nothing is emailed by a reminder. It reaches the bell, and the person has to be in the CRM to see it.
- Deleting the record deletes its reminders with it.
Troubleshooting
| Symptom | Usual cause |
|---|---|
| A reminder was late | WP-Cron needs traffic. On a quiet site, set up a real cron. |
| A reminder never fired | The record’s date passed before the reminder was set, or the record was deleted. |
| Nothing arrives in the bell | Check the reminder names you as the person to tell. |
| I expected an email | Reminders reach the bell, not an inbox. Mass email is a different feature. |
| The bell shows something about a record I cannot open | Your role scopes that record away. The notification is honest; the access is the question. |
| Reminders fire but notify nobody | That is what happens if nothing is listening. Normally the notifications module is. |
What to do next
- The things you set them on: Tasks and Meetings and Calls.
- See the week: Calendar and Availability.
- Notify from your own code: Hooks.