Email Notifications

Question

I need some help again guys!! LOL&nbsp;&nbsp; &nbsp; &nbsp; 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.&nbsp;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.&nbsp;Is there any one who has had better success when setting something like this up?------------------------------Addam ODell------------------------------

markshnier__you · Answer

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.

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

How do I set up a subscription?-- Thanks Again,&nbsp;Addam ODell&nbsp;&nbsp;Office #&nbsp;(816) 399-4442&nbsp;Fax &nbsp; &nbsp;#&nbsp;(816) 900-1112&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Cell &nbsp; #&nbsp;(816) 315-5260&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

addamodell · Answer

Nevermind lol I remember now&nbsp;-- Thanks Again,&nbsp;Addam ODell&nbsp;&nbsp;Office #&nbsp;(816) 399-4442&nbsp;Fax &nbsp; &nbsp;#&nbsp;(816) 900-1112&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Cell &nbsp; #&nbsp;(816) 315-5260&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

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