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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Is it possible to make a date field (maintenance renewal date) automatically email recipients when the month of renewal is reached? If so can anyone tell me how? Hope this makes sense :

Thanks

Posted

It is possible to run a script that Finds people whose renewal date is within the current month (or next month? or next 30 days?), then Loop through the records, sending each one an email (and setting a date to show that this had been done, so you don't accidentally send them several). The term "automatically" is a little fuzzy when applied to databases.

Posted (edited)

It sounds like you want an e-mail triggered when a date is met. If so, your script would look like this:

If =

Send Mail [To: ""; Subject: "Renewal Due", message: "Please Renew".

End If

This will send an e-mail to a user when their renewal date is met.

Other things to consider will be setting a flag to show that the e-mail was sent and also looping the script. In order to have this done automatically, you can use this Plug-In:

http://www.worqsmart.com/s.nl/it.I/id.8/.f?sc=2&category=-102

or have the script triggered by an user event (i.e. a script that is used routinely). It all depends on your database client/server setup.

Hope this helps.

Edited by Guest

This topic is 6122 days old. Please don't post here. Open a new topic instead.

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