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Find tomorrow's customer appointments and create email reminders for the attached contacts.
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1. Find all Act activities scheduled for tomorrow that match "customer appointment". 2. For each activity found, identify all attached contacts. 3. For each attached contact who has an email address, create an email reminder. 4. Set the email subject to "Activity Reminder". 5. Confirm the list of recipients and review the email content before sending.
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Meet our modern, inspirational, nimble, clear forms designer with the power to make your life easier.
Identify common problems. ...
Resolve inefficiencies. ...
Optimize complex processes. ...
Apply forms, rules, and conditionals. ...
Create automatic notifications. ...
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How powerful you ask? Click on an image to see what it can do!
Add scripted buttons to any form
Add Company fields onto the contact form
Add large memo field to make reading easier
Use tabs to organize your data.
Bring all the lists off the old tab control!
The designer is one simple tool!
Add buttons to email any templates like quotes.
Add color rules for accurate data entry.
Move that bottom bound tab control anywhere.
One click theme creator.
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