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Automatic email notification for 1 year of Birthday

Hello everyone,

I've created a Ninox data base witch manage commercial contracts.

All contracts have a start date and I would like contract managers to receive an automatic email notification one year after the begining.

Is it possible to do this and how can i do ?

Thanks by advance

2 replies

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    • Mel_Charles
    • 2 yrs ago
    • Reported - view

    Yes it is doable - You have several options.
    you could in theory create a formula or other date filed to add 365 days to the stat date and have this show on a daybook view with the email field. if you only a a few records to do each year then you could manually go in and process the email send (on the email field) and send a designed template within Ninox or fire up your email client (ie outlook) and select a pre designed template there. Or if you want to go more complex you cab use a button to fire of an email via smtp (again you can design your letter etc within ninox)

    you can do this one account at a time or even have it run down the accounts to fire say 100 off a time.

    As said all doable but there are several approaches you can take.

    a lot depends on the d=sort of volume you what to deal will

    I use all the above methods

    example: when I open a new customer card. I have a date tracker and fire off (from a button to my email client) a nice welcome letter. Then it sets the date to say 1 week and moves that client further down the chase/reminder list) next time I fire the button I send a mailer to that client  and my tracker redates and updates the audit file to emailed status 2 showing Welcome letter / Mail 1 (branded clothing etc).

    I chose this to b manual activated because I want to pay particular attention to the account and take the opportunity to llok at an orders view on the same screen layout..

    converserly I send out month;y updated ie updated price list (as an attachedment) that if fired off globally to all subscribed accounts

    Hope that gives you some insight - there is some basic and complex videos on you tube and on this sight - sdee below as these you get you started

    https://ninox.com/en-tutorials/how-to-create-email-templates

    https://www.youtube.com/watch?v=6qIPzG0uJJM.

    Otherwise think about what/how you want to approach it and we will of course help guide you

     

    Mel 🙂

    • IDAO_SARL
    • 2 yrs ago
    • Reported - view

    thanks for your answer.

    I'm going to study this.

    Lionel

Content aside

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