We have to create a Automated Email Report daily that send contact activities at 7.00am .The fields that we required in the Search are:-
- Customer ID
- Contact: Name and Company Name
- Activities from under the Communications tab
- Phone call “Status completed”
- Event “Status complete”
- Task should be excluded
- Message notes from within the “Phone Call or Event”
- Last Modified Date of the Activity along with the Time
- Owner of the Activity
The Search is set as Public and Sort by descending order of Last Modified Activity.
1.The Criteria is set as
2.The Results of the search are:-
3. The Email recipients are set in Email Subtab ->Specific recipients
4. The Email Schedule is set as
