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lilian_king
Contributor ⭐️⭐️
October 21, 2015
New Idea

Create option to send notification emails when a CTA or task is due instead of only when it's create

  • October 21, 2015
  • 12 replies
  • 314 views
At the current moment, when enabling daily notification emails, you can only set it so that when a CTA or task is assigned to a person that an email gets triggered.  I'd like the notification email to go out when the CTA or task is due.

The way it works now is akin to a Doctor calling to remind you of your appointment the day after you make it instead of the week it actually occurs.

    12 replies

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 5, 2020

    This came up for me today.  Basically, a CSM created a CTA to remind themselves to do something in the future.  Since it was created today, she got the real time notification, but also wanted to get a notification closer to the due date.  

    rsivesind
    Contributor ⭐️⭐️⭐️
    June 23, 2021

    Any update on this?