Forum Discussion

RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
7 years ago

how do i set up email notifications on payment due dates?

I'm looking to set up an alert email notifications to customers when their due date is approaching. I'd like it to be triggered if payment still hasn't been made 1 week prior to due date, and another ...
Account and realm management
APIs and custom code
App builders
RichardFeuerste's avatar
RichardFeuerste
Qrew Member
7 years ago
Set Triggers.

Using Quickbase Actions, When record is modified and after the change is made in Start Date AND after the change all of these conditions are trueStart date is not equal to Start date snapshot then check start date modified. ( check box)  

Sometimes it is important to use snapshot fields to record info you want to be able to check against. then use a check box for the trigger.