Hi Yunis, I have reminders in RE for recurring actions. I set up the action and when the action is completed I set up a follow-up for the next year. I do this for annual contribution reminders that don't have pledges associated with the gift. I also use my Outlook Tasks for recurring reports not...

How can user prompted for his outstanding actions on his login onto RE? I want a pop-up message for any of his (user specific) outstanding action on his login onto RE. How can RE pop-up for my pending action(s) for which I was notified and assigned. Use of dashboard is totally different and optional...

Our staff has begun to use actions. I want to create 2 reports: a tickler report with actions required of all notified users, but even without filtering, I can only see my actions. The other staff have created actions and have listed themselves as notified users. an action report for a specific time...