1 Reply Latest reply on Nov 10, 2015 9:45 AM by Mike_Mitchell

    Setup pop-up reminders

    StanC

      Hi,

       

      I am new to this so please excuse any newbie errors

       

      We have a internal company database for our small sales office. It is used for leads and also for logging pitches that have been done.

       

      People put times and dates on when they need to call back clients/potential clients, there any way to do a pop-up say 10 minutes before the call as a reminder?

       

      It would be also very beneficial if it could pull data from the database for example the "company name"&"telephone number"

       

      Any advise or guidance would be very much appreciated.

       

      thanks