Hi all,
I've been tasked with a couple of things that i'm not sure if possible or not and can't see how i could do it so thought i'd reach out
1- We want to send an email weekly to each user with a list of their contacts that they have logged an activity against the previous week along with listing a selection of other fields on the contact card.
2- we want to automatically open a new activity record when an activity is marked as completed
If either of these are possible, i would appreciate a steer in the right direction on how to set these up.
Thanks for your help in advance.