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Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/17916.aspxMon, 17 Jun 2013 16:02:05 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17916Method_Jason0http://forums.method.me/cs/forums/thread/17916.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17916<p><span id="mce_0_start" style="overflow:hidden;">Hi Dimm!&nbsp;</span></p> <p><span id="mce_6_start" style="overflow:hidden;"></span>You can set up activity reminder emails, but <span id="mce_1_start" style="overflow:hidden;"><span id="mce_3_start" style="overflow:hidden;">at this time</span>&nbsp;they can only be sent <span id="mce_5_start" style="overflow:hidden;">out&nbsp;</span>15 minutes before the due date. <span id="mce_46_start" style="overflow:hidden;">We are<span id="mce_73_start" style="overflow:hidden;"> currently</span>&nbsp;<span id="mce_70_start" style="overflow:hidden;">revising&nbsp;</span>this for&nbsp;fut<span id="mce_74_start" style="overflow:hidden;"></span>ure vers<span id="mce_69_start" style="overflow:hidden;"></span>ions of Method.&nbsp;</span>There are a few things you need to check to make sure they are being sent:<span id="mce_48_start" style="overflow:hidden;"></span></span></p> <p><span style="overflow:hidden;"><span id="mce_47_start" style="overflow:hidden;"></span>1. Go to <span id="mce_8_start" style="overflow:hidden;"></span><strong>Customize&gt;Tables/Fields<span id="mce_8_end" style="overflow:hidden;"></span></strong> and click <span id="mce_10_start" style="overflow:hidden;"></span><em>Edit Table... <span id="mce_10_end" style="overflow:hidden;"></span></em>next to your<span id="mce_12_start" style="overflow:hidden;"></span><em> Activity<span id="mce_12_end" style="overflow:hidden;"></span></em> table. Make sure that&nbsp;<span id="mce_14_start" style="overflow:hidden;"><span><span id="mce_15_start" style="overflow:hidden;"></span><em><span id="mce_17_start" style="overflow:hidden;"></span>Email&nbsp;me&nbsp;reminders&nbsp;for&nbsp;records&nbsp;in&nbsp;this&nbsp;table&nbsp;before&nbsp;they&nbsp;are&nbsp;due<span id="mce_15_end" style="overflow:hidden;"><span id="mce_17_end" style="overflow:hidden;"></span></span></em><span id="mce_15_end" style="overflow:hidden;"><span id="mce_17_end" style="overflow:hidden;">&nbsp;is checked.&nbsp;<span id="mce_52_start" style="overflow:hidden;"><span id="mce_53_start" style="overflow:hidden;"></span><span id="mce_51_end"></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span><span style="overflow:hidden;"><span style="overflow:hidden;">2. Go to <span id="mce_20_start" style="overflow:hidden;"></span><strong>Customize&gt;Users<span id="mce_20_end" style="overflow:hidden;"></span></strong> and click <span id="mce_22_start" style="overflow:hidden;"></span><em>Edit...<span id="mce_22_end" style="overflow:hidden;"></span></em> next to your user.&nbsp;<span id="mce_24_start" style="overflow:hidden;">Skip to <span id="mce_56_start" style="overflow:hidden;"></span><em>Step 3 of 10<span id="mce_56_end" style="overflow:hidden;"></span></em> and make sure&nbsp;<span><span id="mce_25_start" style="overflow:hidden;"></span><em><span id="mce_27_start" style="overflow:hidden;"></span>Send&nbsp;</em></span><em><b><span id="mce_58_start" style="overflow:hidden;"></span></b><span id="mce_58_start" style="overflow:hidden;"></span>email<span id="mce_58_end" style="overflow:hidden;"></span>&nbsp;reminders before they are due<span id="mce_25_end" style="overflow:hidden;"><span id="mce_27_end" style="overflow:hidden;"></span></span></em><span id="mce_25_end" style="overflow:hidden;"><span id="mce_27_end" style="overflow:hidden;">&nbsp;is checked.&nbsp;<span id="mce_50_start" style="overflow:hidden;"><span id="mce_51_start" style="overflow:hidden;"><span id="mce_54_start" style="overflow:hidden;">Note that you can also set SMS reminders here.<span id="mce_53_end"></span></span></span></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_32_start" style="overflow:hidden;"></span>3. Go to the <span id="mce_36_start" style="overflow:hidden;"></span><strong>New Activity<span id="mce_36_end" style="overflow:hidden;"></span></strong> screen and click the three dots button<span id="mce_35_start" style="overflow:hidden;"></span>&nbsp;<span id="mce_38_start" style="overflow:hidden;"></span>next to th<span id="mce_31_start" style="overflow:hidden;"></span>e<span id="mce_30_start" style="overflow:hidden;"> <span id="mce_33_start" style="overflow:hidden;"></span><em>Type<span id="mce_33_end" style="overflow:hidden;"></span></em> <span id="mce_31_end" style="overflow:hidden;"></span>field<span id="mce_39_start" style="overflow:hidden;"></span> (see the screenshot below)<span id="mce_41_start" style="overflow:hidden;">&nbsp;</span><span id="mce_38_end"></span>t<span id="mce_39_end" style="overflow:hidden;"></span>o edit your activity types.&nbsp;<span id="mce_42_start" style="overflow:hidden;">Make sure <span id="mce_62_start" style="overflow:hidden;">that&nbsp;</span>your <span id="mce_63_start" style="overflow:hidden;">specific&nbsp;</span>activity <span id="mce_64_start" style="overflow:hidden;">type&nbsp;</span>is set to<span id="mce_61_start" style="overflow:hidden;"> cause a reminder.<span id="mce_65_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></span></span></p> <p>Hope this helps!&nbsp;<span id="mce_66_start" style="overflow:hidden;"></span></p> <p>Jason<span id="mce_67_start" style="overflow:hidden;"></span></p> <p><span style="overflow:hidden;"><br /></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><em><span style="overflow:hidden;"><span style="overflow:hidden;"><img src="http://i.imgur.com/DqJO0ip.png" width="329" height="223" alt="" /></span></span></em></span></span></span></span></span></span></span></span></span></span></p>http://forums.method.me/cs/forums/thread/17914.aspxMon, 17 Jun 2013 15:11:38 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17914Dimm0http://forums.method.me/cs/forums/thread/17914.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17914<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_15_start" style="overflow:hidden;"></span><span id="mce_1_start" style="overflow:hidden;">Hi Method Team!<span id="mce_3_start" style="overflow:hidden;"><span id="mce_4_start" style="overflow:hidden;"></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_6_start" style="overflow:hidden;">I&#39;m using demo version Meth<span id="mce_11_start" style="overflow:hidden;"></span>od CRM and i want make reminder for activity. I&#39;ve new ty<span id="mce_13_start" style="overflow:hidden;"></span>pe of activity, for example &quot;Send approbation case&quot;. Then i&#39;ve done&nbsp;new activity, set Due On&nbsp;<span id="mce_9_start" style="overflow:hidden;">and Due Ending.&nbsp;<span id="mce_10_start" style="overflow:hidden;">I want recieve&nbsp;<span id="mce_12_start" style="overflow:hidden;">email reminders:<span id="mce_16_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_6_start" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;"><span id="mce_10_start" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;">- before 3 days the Due Ending;</span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">- before 3 hours the Due Ending.</span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">How i can set these reminders?<span id="mce_15_end" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></p>