How to: Set Up Reminders

  • From the LS Activity Role Center you can access different setups by using the Administration menu in the left navigation pane.
  • From the Departments menu (LS Retail - LS Activity - Setup) you also have access to different setups.

The LS Activity module supports to send to the clients reminder emails based on preset email templates. The email template sets the script which prepares both the body and subject text of the email, which can contain client specific details, that is the clients name, which activity, dates and times are picked up from the activity entry itself.

For those activities that you wish to send reminders for, the user must set on the Activity Type which email template to use and how many days prior to the appointment or activity date the email should be sent.

The actual process of emailing can either be done manually (by selecting the Send Reminder process in the Activity role center), or automatically by setting up Codeunit 10015812 in a job scheduler in Business Central.

Warning: Make sure the job is only processed once a day, since otherwise it could lead to multiple reminders being sent for the same activities.

Here are the setup steps required to send reminders:

  1. The related Activity Type must have an email template assigned as Reminder Template and Send Reminders (x-days) set as well.
  2. The activity reservation must have the Internal Status as Confirmed.
  3. The E-Mail field on the activity must be populated with an email address.
  4. The Body and Subject scripts must be defined on the related Reminder Email Template.
  5. The email template must be set up to be Send from as Activity.
  6. The email template cannot have an attachment report.
  7. The activity reservations are filtered on the Date From field, set as Current Date (date of process) + the number of days set as Send Reminders (x-days) value in the related activity type. Example: if you set this value to 2, and you run the process, then all activities starting two days from „now“ will be included in the process.
  8. Note: If there are multiple activities with reminders in a reservation, each activity will get a specific reminder email (that is, the client might get multiple emails).
  9. Note: If the process is executed multiple times on the same day, all reminders are re-sent for the same day.
  10. Reminders are logged to the email log in Activities.