# Reminders/Notes

# Reminders / Notes

<span class="ts0">Setup reminders and view current outstanding reminders</span>

<span class="ts10">Video training manual 2016 - </span>[Click Here](https://vimeo.com/357006803)

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![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2922).png)<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(738).png)

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<span class="ts0">Use the refresh to view existing reminders or Plus + button to a a new reminder</span>

<span class="ts0">Reminders are grouped into current, 7 days, less than 30 days and more than 30 days</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(737).png)

# New Reminder

<span class="ts0">After clicking on the Plus + button</span>

<table border="1" id="bkmrk-reference-add-a-shor" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.3929%;"></col><col style="width: 81.7263%;"></col></colgroup><tbody><tr><td>**<span class="ts15">Reference</span>**</td><td><span class="ts0">add a short note on what the reminder is about</span></td></tr><tr><td>**<span class="ts15">Copy button</span>**</td><td><span class="ts0">copy the reference to the notes section</span></td></tr><tr><td>**<span class="ts15">Date</span>**</td><td><span class="ts0">To days date will be the default</span></td></tr><tr><td>**<span class="ts15">Client</span>**</td><td><span class="ts0">select the client the reminder is linked to</span></td></tr><tr><td>**<span class="ts15">Employee</span>**</td><td><span class="ts0">this is defaulted to you, </span><span class="ts10">alternatively </span><span class="ts0">you can create a reminder for another staff member.</span></td></tr><tr><td>**<span class="ts15">Notes</span>**</td><td><span class="ts0">enter more information on the reminder</span></td></tr><tr><td>**<span class="ts15">Interaction Type</span>**</td><td><span class="ts0">send the reminder via email, sms or email and sms</span></td></tr></tbody></table>

<span class="ts0">Click on the tick to save the changes before going to next screen.</span>

<table border="1" id="bkmrk-client-visit-button-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.8691%;"></col><col style="width: 81.2501%;"></col></colgroup><tbody><tr><td>**<span class="ts15">Client Visit button</span>**</td><td><span class="ts0">create a client visit from a reminder</span></td></tr><tr><td>**<span class="ts15">Complete button</span>**</td><td><span class="ts0">Close the reminder</span></td></tr><tr><td>**<span class="ts15">Email button</span>**</td><td><span class="ts0">email the reminder to </span><span class="ts10">notify </span><span class="ts0">the other employee of the reminder</span></td></tr></tbody></table>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(757).png)

<span class="ts0"> </span><span class="ts0">After saving, one can add an attachment</span>

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![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(758).png)

<span class="ts0"> </span><span class="ts0">Once saved, sync to the server</span>

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![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(759).png)