How do I...?

How do I set up an email alert in the future?

Can I set an email reminder for 1 week from today? Or, an email reminder on the designated date of a future task (record)?
Thanks.

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Matthew Owings shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Cristina commented  ·   ·  Flag as inappropriate

    Hi Matthew,

    Thank you for reaching out!

    You could create a view that has a filter applied to only show records whose Date field is 1 week from today, and then schedule a report to send out at your desired time and frequency. All records that meet the filter criteria will get sent out at the time you specified. Only Application Admins have the ability to set up scheduled reports.

    The steps to create a scheduled report can be found on our knowledge base here:

    https://help.trackvia.com/knowledgebase/articles/723090-how-to-setup-a-scheduled-report

    Regards,

    Cristina

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