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