Hello,
I'm trying to setup an Activity Task for an annual support contract renewal. I'd like this to be a recurring yearly event but I also would like to be reminded one month in advance of the contract renewal date each year. This one month reminder will let me reach out to the customer 1 month before there contract expires. My problem is Task Activity will not let me choose both a recurring activity and a reminder for the same Task. Am I missing something? or is this not "doable" in the current version of software? How can I accomplish what I need to do?
Thanks
Al