1

Good morning,

I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements.  For example, as of today, we should theoretically all bank statements from October 2018 and prior.  I would like a monthly email sent out notifying me or somebody of all missing

1

Hi,

I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis.

It appears the functionality for routine

8

I'm automating the update request and reminder stages to update my activities. The worksheet is not shared, but I've enabled the alert permissions for the least restrictive.

The actions and alerts indicator column appears in the reminder symbol and is in pending status, but is not sending email to