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Status Future consideration
Created by Guest
Created on Dec 7, 2022

Adding Scheduled Reports

Have the ability to create, schedule and send Lists via email.

What is the business process you are trying to achieve?

Share data with recruiters that don't have/ are not authorized CRM users

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  • Admin
    Steve Oxley
    Reply
    |
    Dec 22, 2022

    Thanks for providing this suggestion.

    Whilst there are no current plans to add the ability to schedule the sending of lists to people outside of the CRM, we note the feedback for future consideration.

    Have you considered using the recently released "Projects" functionality to allow you to collaborate with these stakeholders? More details available here: https://knowledgeportal.pageuppeople.com/article/rm-projects/

    --

    Steve Oxley
    Product Manager