Notifications & Reminders

Push Notifications & Reminders #

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Push Notifications #

What They Do

Push notifications alert you in real time when a new contact is added to your CRM — from any source (forms, API, manual entry, integrations). Notifications arrive even when the app is closed.

How They Work

1. A new contact is created in WordPress
2. PloverCRM sends a push notification via Expo Push Service
3. Your device displays the notification
4. Tap the notification → app opens → switches to the correct workspace → opens the contact’s detail page

Setup

On your device:

• Grant notification permission when prompted on first launch
• iOS: Settings → PloverCRM → Notifications → Allow
• Android: Settings → Apps → PloverCRM → Notifications → ON

In the app:

• Settings → Notifications → toggle push notifications ON/OFF per workspace

In WordPress (admin):

• PloverCRM → Settings → Push Notifications tab
• Configure notification title and body templates

Notification Templates

Admins can customize notification content using placeholders:

Category	Placeholders
Contact	{full_name}, {first_name}, {last_name}, {email}, {phone}
Location	{city}, {state}, {country}, {postal_code}
Workspace	{workspace}, {site_url}, {site_name}
Date/Time	{datetime}, {date}, {time}
Custom	{custom_field_slug}

Example:

Title: New Lead: {first_name} {last_name}
Body: {full_name} from {city}, {country} just signed up!

You can preview and edit notification templates in the app at Settings → Notifications → Notification Templates.

Per-Workspace Control

If you have multiple workspaces, you can enable or disable push notifications independently for each one. Go to Settings → Notifications to toggle each workspace.

Multi-Device Support

All devices logged into the same workspace receive notifications. There’s no limit on the number of devices.

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Reminders #

What They Do

Reminders are scheduled follow-up alerts tied to specific contacts. They use local notifications, so they work even without internet.

Creating a Reminder

From a contact:

1. Open a contact → Reminders tab
2. Tap Add Reminder (+)
3. Fill in:

• Title (optional) — e.g., “Follow up call”, “Send proposal”
• Note (optional) — detailed context or action items
• Date (required) — any future date
• Time (required) — uses your device timezone

1. Tap Save

The contact is automatically linked to the reminder.

Viewing Reminders

From the Dashboard:

• The Reminders section shows your next 5 pending reminders
• Overdue reminders show a red indicator
• Tap See all to open the full reminders screen

From a contact:

• Open any contact → Reminders tab to see all reminders for that contact

From Settings:

• Settings → Reminders opens the full reminders management screen

Managing Reminders

Action	How
View details	Tap any reminder
Edit	Tap reminder → Edit → update fields → Save
Complete	Tap reminder → Complete
Delete	Tap reminder → Delete

Only pending reminders can be edited. Completed reminders are read-only.

Reminder Notifications

• Reminders trigger a local notification at the exact scheduled time
• Tapping the notification opens the app and navigates to the contact’s detail page
• Notifications work offline — no internet required
• Reminders sync across all workspaces (each reminder is tied to its workspace)

Overdue Reminders

Reminders past their scheduled time show as overdue:

• Red indicator on the Dashboard
• Badge count on the Reminders section header
• Still actionable — you can complete or reschedule them

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Troubleshooting #

Push Notifications Not Arriving

1. Check device notification permissions (Settings → Apps → PloverCRM)
2. Verify notifications are enabled for the workspace in app settings
3. Check Do Not Disturb / Focus mode isn’t blocking
4. Ensure the device has internet connectivity
5. Try logging out and back in to re-register the push token
6. Verify your admin has enabled push notifications in WordPress

Reminder Notifications Not Appearing

1. Check notification permissions on your device
2. Ensure the reminder is scheduled for a future time
3. On Android, check battery optimization isn’t killing the app in the background
4. Verify the reminder status is “pending” (completed reminders don’t notify)

Notifications Delayed

1. Disable battery saver / low power mode
2. iOS: Enable Background App Refresh for PloverCRM
3. Android: Add PloverCRM to “unrestricted” battery apps
4. Don’t force-close the app from the app switcher