Changing the "to whom"field within notifications and reminders?

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I've been looking to add a specific user to a notification/reminder rather than myself. However, I am currently only getting 2 options: record owner, and last modified, as an option. can someone guide me through adding specific users to the "to whom" section of notification?
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Ryan

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Posted 1 year ago

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Chuck Grigsby

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In your notification settings you should be able to select email list and a text box should display allowing you type in specific email addresses.
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Ryan

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looking for the reminders portion, not the notifications one, my apologies.
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Chuck Grigsby

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Ahh in that case you'll have to create a user field. Then just set the person you want to be the default. Then you can choose that field as the recipient.
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Ryan

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could you walk me through that? I believe i know what you mean, just want to be sure
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Chuck Grigsby

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Create a new user field (right click after a field on your form and choose add a field after this one)
Scroll down and choose new field, chose a name and change type to user



Then you must select specific user and choose the user you want. This only works if the user is registered with your app.