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Schedule Activity Template - using the BEFORE ANCHOR DATE option

New Member
Posts: 1
Country: Canada

Schedule Activity Template - using the BEFORE ANCHOR DATE option

It appears that when creating an activity TEMPLATE that you can choose dates for before the anchor date (ie automatically schedule a reminder call the day before a meeting) but if that day falls on a weekend (ie Sunday), the only options are to leave the activity date as is (and miss it) or push the date FORWARD. That is a problem as when the meeting is scheduled for a Monday, the reminder date can't be the same day. I want an option to push the date BACKWARD to a business day (Friday) if the activity (reminder call) happens to fall on a weekend. Any suggesitons? They only have a tick box within the template to push it forward if a date falls on a weekend. We don't want to have to keep adjusting our dates manually especially when the template includes 6-7 steps all with various dates attached. PLEASE advise if there is a workaround here. Thank you!