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Date Driven Custom Properties Alerts

General questions about using Fund Manager that do not fit into any other forum.

Postby osinv » Wed Jul 08, 2020 1:53 am

Hi Mark

I know similar things have been suggested several times before as in here:
viewtopic.php?f=7&t=4060&p=15754&hilit=date+alerts#p15754

and here: viewtopic.php?f=3&t=3479&p=14699&hilit=date+alerts#p14699

or somehow related here:
viewtopic.php?f=7&t=5097&p=20265&hilit=date+alerts#p20265

My request is to add the functionality to trigger alterts based on the date registered in the custom properties fields. I track 3 custom fields for each investment (as in the attached image), indicating dates for ER, AGM and Dividends. It be good to be able to trigger an email alert the day before any of these happens.

Image

Thank you,

Oscar
osinv
 
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Postby Mark » Wed Jul 08, 2020 1:24 pm

Hi Oscar,

Interesting idea, thanks for the suggestion.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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