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Monthly remembers to call a customer - is this possible?

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  • Monthly remembers to call a customer - is this possible?

    Hi, I don't find a possibilty, to make an automatic Date to remember me monthly to call a customer at a specific date? Has someone an idea? Thank you.

  • #2
    Hallo.
    There is no such function in the calendar. With a workflow (advanced pack) it will work.
    peter

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    • #3
      Hi,

      It can be achieved with a scheduled workflow.

      1. Create a list report that returns records (e.g. accounts) by specific criteria. E.g. customer with a specific checkbox marked.
      2. Create scheduled workflow that will run according a specific scheduling and execute action from item 3.
      3. Create action that will create a call (Create Related Record action).

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