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Close-Date Reminder

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New Member
Posts: 5
Country: Canada
Accepted Solution

Close-Date Reminder

System Information:

- Act! V20

- Shared DB

- Windows 10

 

I'm looking to create automatic reminders for the Record Managers of Opportunities, 2 weeks in advance of the Close Date.


Accepted Solutions
Solution
Accepted by topic author sClysdale
‎12-19-2017 07:13 AM
Administrator
Posts: 977
Country: United_Kingdom

Re: Close-Date Reminder

I'd recommend taking a look at the smart task feature - you can set up tasks to run under certain criteria.

Including scheduling activities or sending emails, and generally you're able to run these tasks against the record manager.

More info:
http://kb.act.com/app/answers/detail/a_id/26944

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All Replies
Solution
Accepted by topic author sClysdale
‎12-19-2017 07:13 AM
Administrator
Posts: 977
Country: United_Kingdom

Re: Close-Date Reminder

I'd recommend taking a look at the smart task feature - you can set up tasks to run under certain criteria.

Including scheduling activities or sending emails, and generally you're able to run these tasks against the record manager.

More info:
http://kb.act.com/app/answers/detail/a_id/26944
New Member
Posts: 5
Country: Canada

Re: Close-Date Reminder

Thanks Jon!

 

I was able to create the criteria needed for these reminders.