A worker on a plan may not be a Tessitura user. We would like to have a way to automatically send an email reminder to that worker so that the solicitor does not have to have to write and send the email herself.
Has anyone found a way to do this?
This sounds doable with a SQL Agent job and sp_send_dbmail. If you wanted to email a specific Tessitura report, I built some tools that can help with that.