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Sage CRM
tasks
WORKFLOW
Daily Email for Tasks
Jamie Bates
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…
over 5 years ago
Sage CRM
General Discussion
Group Reports
[email protected]
Is there a way to run communication/activity reports for particular Groups?
over 11 years ago
Sage CRM
General Discussion