Setting Up Reminders
To create a reminder, click Reminders > Create Reminders.
Choose the customer from the ‘Client’ dropdown.
In the ‘Title’ box add what the reminder is for. Then choose the ‘Reminder Type’ from the dropdown.
Underneath that, you have the option to choose the ‘Reminder Date’ and the number of days you wish to be reminded before the reminder date. As well as any notes for that reminder.
At the top, go to the ‘Users’ tab. In here, make sure you have added the people you want to get the reminder. To do this, click on ‘Add Users’ in the top right.
Next, go to the ‘Certificates’ tab. You can link certs in here that you need to be reminded of or past certificates so you can see the history. To add certs, click on ‘Add Certificates’.
Click ‘Ok’. You will receive a notification on the specified date and time.