Setting Up Email Reminders For Equipment Warranty
You can set up reminders in Clik Service to send an email when a piece of equipment is about to run out of its warranty.
First, go to the ‘CRM’ and select your customer. Then go to Sites > Equipment and select the equipment you want to create the warranty reminder for.
Next, select the clock icon next to ‘Warranty Expire Date’.
Tick the ‘Enable Reminder’ box and select the time and date you want the reminder set for.
Double-click on the users/groups you want to set up the reminder for.
To set up a reminder email, right-click on the user you’ve selected then select ‘Reminder Notifications‘.
Click ‘Add‘ and select the user’s email address information.
Make sure you have set up the email address for the user by going to Settings > Staff.