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Norman Zaczyk

Sending a reminder after 2 business days instead of 2 days

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Hey there!

I've set up a workflow in Sage CRM 2019 R2 where one step contains sending an offer to the customers. 2 days after this happens, our employees should receive a notification about that offer and be reminded of calling the business they sent the offer to.

The reminder I have set up right now basically only says that the appointment of the call (which is set up inside the workflow) is to be completed in 2880 minutes which automatically sets the date of the appointment two days in the future. However, I want the employees to be reminded after 2 business days and not after 2 days. Which means that if  they sent the offer on Thursday I want them to be reminded on Monday and if they sent it on Friday I want them to be reminded on Tuesday.

Is there any way to set this up? Maybe through an escalation rule or something similar?

Kind regards

Norman

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    Hi Norman

    Admittedly I always use a SQL Stored Procedure to create my communications on workflows rather than the 'Create Task / Appointment'. (e.g. Execute SQL Stored Procedure) 

    So yes at least via SQL you can do it. Don't think you can directly in CRM. 

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    That gets complicated. You need to set up business calendars. I often find that when workflows start sending reminders and emails, over time people stop paying any attention to them. For these sorts of things, it is often easier to create it via a stored procedure as stated before. If you didn't want to do direct SQL inserts, as these are a little questionable as to whether direct SQL inserts are supported, you can do the same in an ASP page and you call the ASP page to create it via a custom page. It isn't simple though

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