Update Request to Contact List

Jay Peterson

As administrator I would like to setup update request weekly to assigned contacts (responsible parties) from a contact list.  Is this functionality available?

 

Thank you,

Jay

Travis

You can set up an automatic weekly recurring update request to the user assigned to a task. There is not a function that will look to see who is assigned to a task, but this can be added manually, then the recurring update request will send to that user each occurrence. 

Jennifer Greenough

Hi Travis,

Are you guys considering adding functionality so that the update can be sent to the person who is assigned to the task? Typing in the names twice is incredibly redundant. I have seen quite a few strings on the community pages regarding this feature, but haven't seen any follow up.

Thanks!