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How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

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  • Permanently deleted user
    Alex commented  ·    ·  

    Hi Christine,

    Unfortunately it's not currently possible to send a notification based on a date. Email notifications are sent when a record has been changed and the passage of time isn't considered to be a change to the record.

    However, reporting schedules are a feature that would allow you to send out reports based this passage of time to any user who may need to know when a date is coming up. Our product development team is currently working to add this feature to TrackVia. We will keep you updated when this feature becomes available.

    Regards,

    Alex

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