New Reminder
After clicking on the Plus + button
Reference - add a short note on what the reminder is about
Copy button - copy the reference to the notes section
Date - To days date will be the default
Client - select the client the reminder is linked to
Employee - this is defaulted to you, alternatively you can create a reminder for another staff member.
Notes - enter more information on the reminder
Interaction Type - send the reminder via email, sms or email and sms
Click on the tick to save the changes before going to next screen.
Client Visit button - create a client visit from a reminder
Complete button - Close the reminder
Email button - email the reminder to notify the other employee of the reminder
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After saving, one can add an attachment
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Once saved, sync to the server
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