Menu
SuiteCRM dedicated support by SalesAgility
Welcome, Guest
Username: Password: Remember me

TOPIC: How to have a recurring email sent every quarter to the Accounts primary email?

How to have a recurring email sent every quarter to the Accounts primary email? 5 days 2 hours ago #71671

  • TimLCooley
  • TimLCooley's Avatar
  • Offline
  • New Member
  • Posts: 1
  • Karma: 0
I am trying to set up a recurring email that is sent every quarter to "Active" Accounts to their primary email on file.
The administrator has disabled public write access.

How to have a recurring email sent every quarter to the Accounts primary email? 4 days 12 hours ago #71683

  • pgr
  • pgr's Avatar
  • Offline
  • Administrator
  • Posts: 7433
  • Thank you received: 1156
  • Karma: 267
What is your SuiteCRM version?

What did you try, and what difficulties did you run into?

You can do that from Workflows module, please read the Docs and try a few things.

docs.suitecrm.com

Make it "On scheduler", and check "repeated runs", and add a condition to send only after each quarter date.

You need to test this carefully, so as to not send too much email. It will probably help to have an auxiliary custom field saying when this email was last sent, so you can add an additional check (your workflow will run many times every day, everytime the Scheduler is triggered, but you only want it to send once on the specified day).
The administrator has disabled public write access.
Time to create page: 0.040 seconds
Powered by Kunena Forum