Hold a list actual

  • 13 June 2018
  • 1 reply
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Badge +1

Hello together,

i have a question, for a workflow.

I want to have acutal customer list, and every one, who is in the list get every month a mail, if the contact is actual. If yes, the customer click yes, if not, then you have the possibilty to Change the contact.

Do you have any idea?

Greetings

Jörn


1 reply

Badge +16

Sounds like you need a site workflow that will loop through your data and email each customer to ask

see

Site Workflow - Document Review Date Approaching Reminders‌ for an idea of how they work

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