Can we not use fields and markers in the Subject Line or body Email Reminders?

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Can we not use fields and markers in the Subject Line or body Email Reminders?

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Juan

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Posted 4 years ago

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Natalya

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Good afternoon Juan,

Unfortunately because reminders are so specific, customized fields cannot be entered into the subject or the body. If you want to have a notification that was set up when certain criteria is met, you would be able to customize your message.

I am sorry but I do hope this answers your question.

Have a great day!

Natalya Waye, Care Team
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Keith, Champion

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Natively no but we have a 3rd party add-on that can handle this for you, Courier for QuickBase.

more info here...http://www.quickbasetools.com/#!qb-courier/c1t45
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Amber

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This is discouraging. I talked my team into letting me put their "license renewal" from Outlook into QuickBase so we could have automatic reminders send out instead of them having to manually send when an Outlook task pops up.

Now I realize it would have been better if we'd kept all of the information in Outlook because we are going to have to type an individual reminder message for every single license we're trying to keep track of.

Thanks.
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Keith, Champion

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Juan, all is not lost with this.  You don't have to go back to outlook. There are ways to use notifications to help you achieve this.  Its not the best solution, QB Courier is :), but notifications can help you.

Mark Schnier provided a nice detailed solution to a similar question, check out this community forum thread:

https://quickbase-community.intuit.com/questions/989572-send-custom-emails-to-non-users-no-out-of-the-box-solution-via-notifications-subscriptions-nor-reminders

Keith
Thx Keith, Amber,  I don't think that I realized that you are looking to fire off emails to non users.  Keith's link to my posting is a good outline as to how this can be done and if you need any help setting that up, let me know here or via the information in my Profile.
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Keith, Champion

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sorry Mark I originally addressed this to Amber but Juan actually asked the question...
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Michael

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Also stuck on this.

Your email notification and reminders are very 'set in stone'.  It's a pity as Quickbase is a great platform
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Arshad Khwaja

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Thanks Mark.  Given the number of roles I have, I can send reminder to only one role at a time.  I will end up creating a lot of reminders.  Then the issue is what is the underlying report based on?  There is no indication in the reminder screen.  Is it the home report?  In that case I will have to make a very wide report to address requirements of all roles.  
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Arshad Khwaja

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Also reminder when is only limited to days.  Should be weeks, months. 
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Arshad Khwaja

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Sorry more after thoughts, cannot check if this is working unless I create a reminder for myself and put myself in the role. 
For a Reminder, yes it is the default report which is used. Normally, receiving the records themselves and the reminder message will be enough for the user, since they can always open a record to get more details. But if that is not adequate, then you can use a Subscrition. It's a similar setup where there is a filter based in a date field and you would specify on the Subscription report a filer where some date field is compared to X number of days in the future.

Then you subscribe your users to receive that daily, but it will only have content and actually get delivered in the correct number of days ahead.

For reminders in terms of weeks ahead, obviously a week is 7 days, so that is an easy solution.

For reminders in terms of months ahead, yes that is a little more complicated to set up. You would need to use the AdjustMonth function to have a calculated field X months ahead of a a date, and then fire the subscription or reminder what that date is today.
As for testing, the reminders are sent to the user(s) in a User field or a List User field. So to test, you just need to have a test record and put your userid in that field, and then click on "Send Test email"
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