Search Results
Articles tagged "reminder" returned 23 results.
Page 2 of 3
Sales Automation
...have set the Summary, the Owner, the Type and the Due Date via the Alert. Close modal Remind me two months before competitor contract renewal Create a Reminder Alert for...
Logs & Log Settings
...show any issues with mailbox connections to Exchange/Gmail. GoldScheduleLog_yyyy_mm_dd.txt – Log for the Gold-Schedule service, which controls automated processes such as mail tracking, reminder alert checking and firing of alerts...
Managing Projects
...Close modal To find out more about how to create Activities please visit Creating Activities & Reminders Create Appointments for Projects/Project Activities Appointments can be created from either the Project...
Eventbrite Integration Overview
...with everything in one place. Planning – Gold-Vision makes planning your event a breeze, with the ability to set up Activities and reminders for specific tasks that need to be...
Advise the customer that their subscription is due
...eg the renewal date by adding the item data field from the drop down. Close modal Step 2 Create a Reminder Alert Conditions – eg: when the Renewal...
How Can I Use Profiles?
...you on renewals or expiry dates. You can easily create Template Documents. For example renewal notifications and reminders. The Profile list view enables you to easily analyse data, create dashboards...
Easy Navigation Tips
...when the start date is reached (and they’ve not been completed). Alerts are your reminders and you can also see Emails and Appointments. Close modal Tip Tip: You can quickly...
Action Centre
...complete them or view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due...
Your To Do & Alerts List
...view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due Date/Time. If the...
Managing Opportunities
...related articles as below on how to create new items for Opportunities: How to Create Activities & Reminders Once an opportunity has been created, activities can be created to manage...
