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Questions tagged [scheduled-follow-up]

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1 vote
0 answers
27 views

How to email admin to notify of a scheduled activity

Apologies if I have missed a completely obvious bit of documentation. I want to automatically send an email to our admin users if they schedule a phone call for a later date. Eg, if an admin user ...
4 votes
1 answer
203 views

Email-to-activity processing – create Activity at future date

I would like to be able to set tasks on a Contact using the Email-to-Activity processor. This would allow me to set Scheduled activities on a Contact in CiviCRM, like: Follow-up with Sally in two ...
3 votes
1 answer
46 views

How to stop CiviCRM deleting a scheduled follow up activity when the original activity is deleted

Apologies if this has been asked before. It's been a long day and I can't see anything similar in search results. When using schedule follow up activity to create an activity, the follow up activity ...