Hi everyone, anyone have any idea how to keep the...
# general
r
Hi everyone, anyone have any idea how to keep the criteria in a saved search to send a scheduled email before 6,4, and 2 weeks of a date field ? For example, if the date field of a record is showing as 21st of Feb, we need to send a email alert 7th of Jan, 21st of Jan and on 7th of Feb. How to keep the criteria in saved search any ideas
a
Use a formula numeric criteria {datefield} - {today} = 42. ( for 6 weeks) Copy that search and change the formula to {datefield} - {today} = 24 (for 4 weeks) Etc
r
Thank you so much 🙏 🙏