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Blanket Reminders/Contacts

  • 1.  Blanket Reminders/Contacts

    Posted 23 days ago
    I have a database that contains projects, companies, contacts, etc. I want to be able to set up a scheduled reminder to reach out to the contacts. We have 140 active projects, over 100 consultants, and another 100+ leads that we are trying to follow up with. I need to remember to systematically contact them all at the appropriate interval so automated reminders will help out. 

    I have explored reminders for contacts but it seems to only be triggered from the date added or when the contact is modified. Is there a way to do this across all existing contacts?

    Joseph Mayo

  • 2.  RE: Blanket Reminders/Contacts

    Posted 23 days ago
    I suggest make a report of Projects needing reminders where the current user is in one of certain fields.  You could for example come up with a formula where at say intervals of 30 / 60 90 days based off a date field that a checkbox is true,  today.  Then send that report out daily to all users.

    ie your solution is to use a report and a single Subscription and not a Reminder.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach