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Reminder emails

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Ferne Taylor
edited 12/09/19 in Archived 2017 Posts

Hello all - can anyone else explain how you set reminders for every action owner on a sheet at one time? We had previously been able to do this, but now it seems you have to set individual reminders for each person, per action - which takes ages and wastes time. Any advice would be greatly appreciated,

 

Thanks so much

Ferne

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
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    Ferne,

     

    1. Click on Alerts tab

    2. On Alerts screen, click on Reminders

    3. Click on New Reminder button

    4. In New Reminder dialog, click on the Send [Your Name] link.

    5. Change the selection to Contact List Columns | Assigned To

    6. Continue setting up the Reminder until done.

     

    If you don't have Contact List column(s), it won't work.

     

    Craig

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