Creating Reminders

Reminders

It’Reminders are essential to ensure no critical tasks or important dates are overlooked. Whether it's managing deadlines, tracking project milestones or staying on top of compliance requirements, reminders simplify the process and help you maintain better control over your business operations.

You can find reminders on your landing page or click on any module on the landing page and the reminders will appear on the top bar. 

 

Adding a reminderReminder

detail

 that

helps the user to interact with debtors and has four buttons

InteractionReminder typeNumber	TypeThe ofreminder interactionnumber chosenis generic
Reminder toCustomer	Select a debtor/ customer
Date Created	Date created is the date you created the reminder on
Reminder Type
Reminder To	The person to whom the reminder is directed to
Restrict viewView	Restrict the people who will have access to view the reminder by ticking the box
Reminder to	The person who’s reminded
Reminder From
Interaction Type	Select the correct interaction type for your reminder on the dropdown
Job Number: Link
Reference	Short descripting of the reminder
Description	Full description of the reminder and the date.
Complete	If the reminder is complete, it should be ticked and saved so that it can disappear
Supplier
Reminder Date
Add Recipients buttonRecipient	Add the recipient of the reminder
Message Choice
Contact Person
Cell Number
Email