Hi,
Hope you guys are doing great.
In my organization, we are using the update reminder setting for something direct report, but I'm not aware of that setting and the thing is there is a limited user in it and there is no adding button to add a user as you can see below,
so could you please help me to understand how the update reminder settings work?
waiting to hear from you.
Thanks,
Abdul Basit
10 answers
Hi @Abdul Basit
You are welcome. Kindly refer the couple of points in this link (it is part of setup) - So, you have both the options, as noted below
- If you want to schedule opportunity update reminders for all users who have direct reports in the role hierarchy, select "Automatically Activate Reminders for Users with Direct Reports".
- Click Save.
- If you didn’t select "Automatically Activate Reminders for Users with Direct Reports", select which users can schedule opportunity update reminders. Any user with direct reports can be selected.
Good luck!
Regards,
Kannan
