We use vTiger 5.4.0 and sell city tours.
All facts for the tours are stored in the sales orders, for example the appointment.
Now we want to send a reminder mail 3 days before the appointment of the city tour automatically to customer, a survey e-mail 3 days after that.
How can we setup the workflow?
I dont find a funktion like "if 3 days before date_appointment than send email.."
Therefore, we wish to have it set up by a freelancer.
Cronjobs are already running on server....
Scheduler is working.