Discussions

Expand all | Collapse all

Email Notifications

  • 1.  Email Notifications

    Posted 06-30-2020 08:49
    I need some help again guys!! LOL 

          So I am trying to work in an automation to track accounts that need to have a call back done. I have already created a field for the call back selection and I'm tracking how many call backs we need to do. But I cant figure out how to set up the automation emails to send out a list of call backs based on record owner. 

    I have done this before and I know quick base is somewhat limited in this regard. Before when I set this up it would only work for the following day and not the current day. 

    Is there any one who has had better success when setting something like this up?

    ------------------------------
    Addam ODell
    ------------------------------


  • 2.  RE: Email Notifications

    Posted 06-30-2020 09:43
    You can make a report filtered where [Record Owner] is the "current user"
    Then set up a subscription to go to all users in a role(s) and each user will only get a daily report of their own records due for followup.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Email Notifications

    Posted 07-01-2020 12:40
    How do I set up a subscription?

    --
    Thanks Again, 
    Addam ODell 
     Office # (816) 399-4442
     Fax    # (816) 900-1112            
    Cell   # (816) 315-5260

        U.S. Army Veteran Decal        Visit our Site!!
                                                     





  • 4.  RE: Email Notifications

    Posted 07-01-2020 12:41
    Nevermind lol I remember now 


    --
    Thanks Again, 
    Addam ODell 
     Office # (816) 399-4442
     Fax    # (816) 900-1112            
    Cell   # (816) 315-5260

        U.S. Army Veteran Decal        Visit our Site!!