Generate Appointment Reminders

Use the Generate Appointment Reminders process to schedule and send appointment reminders. Once initiated, this process runs automatically and schedules appointment reminders according to your profile options, preferences and appointment settings.

If you're using the integration between CX Sales and Microsoft 365, you don't need to setup appointment reminders in CX Sales because your mail client automatically sends reminders.

When to Use

This scheduled process

• Schedules and sends appointment reminders in accordance with the activity notification profile options, user preferences and appointment reminder.

• Must be run when reminder notifications are turned on in profile options.

Privileges Required

Verify that you have the following privileges or roles:

• Roles:

  • Customer Relationship Management Application Administrator

• Privileges:

  • ZCA_RUN_APPOINTMENT_REMINDER_PRIV

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • This process only needs to be started once; thereafter it runs periodically to schedule and send appointment reminders.

• Compatibility:

  • This process starts Send Appointment Reminders process which sends notifications for the scheduled reminders.

  • This process is self-compatible. Starting it when it's running doesn't impact any process.

Parameters

None.

Troubleshooting Information

• If the scheduled process doesn't run successfully or is ended, it can be restarted. Remember that reminders are time sensitive. So this process starts scheduling reminders after the restart time.

• To verify the scheduled process is running successfully from the application, check for appointment reminders in email or notifications based on your configuration.