Create Reminder

The “Create Reminder” button (highlighted with the bell icon in the top toolbar) is used to set up reminders for a job. 

 When you click this button, it allows you to: 

 

 

 Schedule a follow-up action 

 Set a date and time for the reminder 

 Add notes about what needs to be done 

 Ensure important tasks or jobs are not missed 

 

 

 This is especially useful for: 

 

 

 Following up with customers 

 Checking on job progress 

 Reminding yourself to complete outstanding tasks 

 

 

 This screen is where you set up and manage a reminder for a job . 

 

 

 

 

 

 Reminder No 

 

 

 A unique reference number generated by the system.  

 

 

 

 

 

 Complete? 

 

 

 

 Tick once the reminder has been actioned. 

 

 

 

 Reminder Date 

 Select the date you would like the reminder to trigger. 

 

 

 

 Customer / Supplier 

 

 

 Link the reminder if required.  

 

 

 

 

 Created Date 

 

 

 This will be the date the reminder is created 

 

 

 

 

 

 Reminder Date 

 

 

 

 

 Select the date you would like the reminder to trigger.  

 

 

 

 

 

 

 

 Reminder Type 

 

 

 

 

 

 

 Automatically links the reminder to the job (e.g. Reminder for Job – JOB5312 ).  

 

 

 

 

 

 Reminder To 

 Choose who the reminder will be assigned to (e.g. a user, team, or department). 

 

 

 Add Recipients 

 

 Optional – add additional people who should also receive the reminder. 

   

 Once you click “Add Recipients” and select a recipient: 

 

 

 These fields will automatically become active 

 The system will then:

 

 Populate the Contact Person 

 Display or allow entry of the Cell Number 

 Display or allow entry of the Email address 

 

 

 

 

 

 

 

 Message Choice 

 

 

 

 Select how the reminder will be delivered: 

 

 Normal (system alert) 

 SMS 

 Email 

 

 

 

 

 

 

 Restrict View 

 

 

 

 

 Reminder From 

 

 

 The user or team creating the reminder.  

 

 

 

 Interactive Type 

 

 This field is used to categorise the type of reminder or follow-up so it can be tracked and filtered more easily. 

 You can select from the following options: 

 

 

 Clients – General client-related follow-ups 

 Email – When the reminder relates to sending or responding to an email 

 General – For standard or uncategorised tasks 

 Leads – Follow-ups related to new business or opportunities 

 Meeting – Reminders for scheduled meetings 

 Sales – Sales-related tasks or follow-ups 

 Telephone Calls – When a call needs to be made 

 URGENT – High-priority items that require immediate attention 

 

 

 

 

 

 Job No. Link 

 This automatically links the reminder to the job you created it from. 

 

 

 Reference 

 Enter a short title or subject for the reminder. 

 

 

 Description 

 Add detailed notes about what needs to be done or followed up.