Notifications & Reminders

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:

Example:

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.

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
4. 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 #

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

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