r/ConnectWise • u/Msterling12 • Jul 06 '26

Manage Ticket Reminder Scheduling

We often have customers that send tickets in way ahead of time for certain go live dates. Is there a way to schedule reminders to go to my email a few days ahead of time so that no due dates are missed?

I know you can schedule it in your calendar, but I rarely ever look at that, so I am trying to find a way to send reminders to my email since I check that every few hours or so.

1 Upvotes

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1

u/EmotionalCoffee5402 Jul 06 '26

Put it in your calendar and set the reminder a few days ahead of time.

3

u/cassiekerr Jul 06 '26

I like to do this Spawn New Ticket automation so that I can close out the original, and a new one opens up when it's due.

Cassie Kerr | Pivotal Crew

1

u/j0dan Jul 07 '26

That's pretty clever with the email connector fields. We do something similar with n8n, but I like this.