Hello, I apologize if this has been asked before but if it has, I have struggled to find the answer while researching.
Basically, I have a suitecrm and I want to find out if there is a way to create a email reminder for an event that happened IN THE PAST.
Let me give an example: Say I have an account in my crm, and this account has ten employees attached to it. My company had a meeting with this account, and of the ten employees invited, four of them attended the meeting. Is there a way to automate the system to track this past meeting, the notes that were taken during this meeting, who attended the meeting, and a follow up action to prompt us to take some action?
I want to be able to log meetings with accounts, and have a reminder be sent to my email six months after the meeting (or whatever timeframe I desire), with a refresher on what was discussed in said past meeting as well as a reminder that instructs me to perform some action (i.e. a message from the suitecrm to my email that states something like: “You last met with this account six months ago. You discussed blank, blank and blank. Here is who attended and any additional notes you recorded at the time. Be sure to follow up with this account about this meeting to see if anything has changed in our discussions.”)
Is there any way to have suitecrm perform this action? We want to be able to use suitecrm as a tool for us to take detailed notes during meetings and then send reminders to us via emails of specific past meetings as they approach a certain timeframe and follow up with the attendees of the past meetings with steps and actions we should be taking. Is this possible? I hope this makes sense. Not sure how complicated it would be to have the system programmed to send us reminders based on PAST events. I know it’s capable of sending reminders for future meetings, but that’s not what I’m trying to do. Any help would be greatly appreciated. I work for a small company that values personal connections and building working relationships over time so having a tool that can perform these reminder functions is IDEAL. Thanks for any insights and advice. I’ll get back to comments as soon as I can.