I would like to receive a notification when I plan a future action in Civicase ? For exemple, if I plan to call a prospect next monday, is it possible to have at 9 am an alert on the following monday telling me that I have to do this specific call ? It is possible ? It is possible to receive the alterts on Slack or Google Agenda ? Should I had an extension ? Thank you for your answer
2 Answers
Have you tried scheduled reminders? It can be based on activities. See https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/
Another option for sending reminders where Scheduled Reminders do not apply is via CiviRules