Hello my first post on this forum with this great community so here we go:
I will tell you the story so we can speak the same language
Our little startup company works on projects, we do photo-video projects for our clients, that means if they must have a commercial for that Project of that particular customer we use many tasks that like:
- Download materials (25%)
- Arrange the chronological (50%)
- Sync the cameras (75%)
- Render them (100%)
So in every step of the project we know where we are with the project. Also my customers are having projects with our company even two times a week, so they are mostly returning cutomers.
I have some questions to make this great and amazing software work even better for us
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How can we send the email alerts to the customer? As the projects are from the same customer almost always
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Can the email alerts be sent at a specific time?
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How can I show in email alerts the tasks of the project- status, start and end time
I ask you this because I don’t want to flood the email of the client with lots of emails as we move pretty quick with the projects so I want to include as much info as possible in a single email.
Thank you for this magical software wich is amazing!
Why not give them a portal account for the front-end so they can check on the progress of the project. I went though something similar with a client and emails can get annoying and wont get read. The portal account works great and they only send emails or sms on major milestones. Also welcome to the community.
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It sounds good what you are saying, is there a way to do that automatically?
As we have like 3 projects that reach certain milestones / day, some days we even finish three projects/day.
We search for something with automatic workflow notification because our work is very time-critical for all the clients and we search for very fast feedback to redo what is wrong (we do commercial advertisments also)
PS: Thank you for the warm welcome!!! 
The only what that i know to send email alerts is thought. Setup > Customize > Email Alert You
Yes, that is what I am talking about 
Just asking for help in configuring it in the way I need it
- send to customer email
- maybe a specific hour? (not 01:00am)
- in the email show tasks status
Did u got the solution to send email on specific time?
How to send Email Alert to customer email (Something like when Sales Order/Sales Invoice is generated)? What should be placed in Email By Document Field, Email By Role under Recipients
Even i am trying this now. I can send mail to suppliers by proper date.
But suupose say if 3 customers in a same day , 3 mails should be sent to all the 3 customers right,
but here its sending all the 3 mails to the same customer,
If you find the solution,Please let me know