• Daily Email for Tasks

    Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…
  • Escalation Rules and Overdue Tasks

    Hi, I've been looking at creating an escalation rule that will send an email notification to the user that created the communication to inform them that their task is overdue. I can't seem to get this to work however. I've taken the pre-built 'Communication…