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Reminder Emails Not Sending To Contacts

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  • scotta3234
    replied
    At a minimum, the fact that Reminders only get sent to CRM Users should be added as a field tooltip by default. Longer-term as a feature request, it would be great if email reminder send-outs for Contacts could be implemented.
    Last edited by scotta3234; 06-19-2018, 11:33 PM.

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  • Pablo
    replied
    Hi tanya ,

    That's a great simple solution.

    Thanks a lot.

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  • tanya
    replied
    You can send email Later date start minus set value

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  • Pablo
    replied
    Hi tanya ,

    We are looking to achieve this meeting reminders for contacts using workflows but we don't see the "Reminder Date" (check attached screenshot).

    Is there any other way you would do this workflow?

    Thanks a lot.

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  • tanya
    replied
    Hello,
    yes, reminders are sending only to users.
    But you can create a workflow, where you can send an email to contacts, if you have Advanced Pack.
    How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.


    Regards,
    Tanya

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  • marcbeinder
    started a topic Reminder Emails Not Sending To Contacts

    Reminder Emails Not Sending To Contacts

    Hi There,

    We've been EspoCRM for a while now and have noticed that Reminder Emails are only sending to staff members and not our contacts in a meeting. Is there something that I forgot to enable? Or do I have to special code this?

    Thanks,
    Marc Beinder
    Founder and CEO
    Encore Media Systems
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