Hi,

We’re implementing the CRM module and I want to generate automated notifications-by email- that would be sent to the main representative in a Business Opportunity. We’ve created a custom field called “follow up date” which as the name states it is the date at which we should follow up with the prospect/customer. The idea would be to send an email reminding the rep to check a BO 7 days before the follow up date so they don’t forget any BO. Here are the conditions:

• Status NOT IN (‘Cancelled’,’Closed’)
• CF$_Follow_Up_Date <= sysdate+7

How would you achieve that ?

Thanks!

PS: we’re running on IFS Cloud 24.1.4