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Update Request to Contact List

Jay Peterson
edited 12/09/19 in Archived 2015 Posts

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

Comments

  • Travis
    Travis Employee

    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
    Jennifer Greenough Overachievers Alumni
    edited 02/07/17

    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!

This discussion has been closed.