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Ability to have a recurring email reminder
At the moment, an email can be triggered by an offset date - either before or after [xyz Date].

It would be nice to have a recurring Daily, Weekly or Monthly email sent based on the same information i.e. Send Email when [Balance Outstanding] is overdue by 7 Days from [Billing Date]. Filtered by [Balance Outstanding] > $0.00.... and keep sending the email (Weekly, Monthly...) until the balance is Paid in Full.

Daily, Weekly, Monthly email: View Subscriptions can be created so it'd be a nice addition to the email: Reminder Notification

In the mean time - does anyone know of a work around for this?

Kind regards - Brett
ID
558
Category
Setup
Author

basenine
Date Created
9/10/2012 11:32:03 PM
Date Updated
9/11/2012 9:00:41 AM
Status
New Idea
Score
20
Promoted By
peter formanbasenine
Comments
basenine 9/10/2012 11:58:21 PM
I worked out a workaround...

Create a new [Overdue Date] column with Default calculation set to Formula: [Billing Date]

Create a Time-Dependant Trigger with Record Update 6 Days "After" [Overdue Date]: Action----> Assignment: Today() ----> [Overdue Date]

Create an Email Reminder set to 1 Days After [Overdue Date] with required filters as mentioned above...

Should work?
basenine 9/11/2012 12:09:51 AM
Having said all that.. it would certainly be a lot nicer to have a simple option in the Email reminder to keep notifying until [Balance Outstanding] is $0.00
Tommie Fourie 9/11/2012 8:15:03 AM
Hi
How about the same for SMS notifications
Kirill Bondar  Staff  9/11/2012 9:00:41 AM
@Tommie: check here ability to text
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