Help setting up customizable repeating reminders per client

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I would like to allow my user to schedule repeat notifications to reach out to customers as task reminders. I'd like them to choose the frequency of the send per client, so Client A needs a call 1x month, Client B 1x a quarter and Client C once a year. 

My user will have 10 or more clients and should receive a comprehensive report / subscription / email once a month with all the clients she should call. I'd like to keep the time interval based on months (to keep it simpler) and allow for intervals of 1, 2, 3, 6 or 12 times a year to reach out. 

Is this doable through subscriptions? What would you recommend?
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Bill Sewell

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Posted 5 months ago

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Eric Mohlman, Employee

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I actually demonstrate how to use a formula to calculate follow-up timeframes in the "Formula Simplification" example here: The date calculation could then be used as a report filter to trigger regular subscriptions to your users doing the follow-up work.