There are two ways you can add a Reminder:
- By clicking the Plus button next to the Global Search bar, then choosing Add Reminder
- From any record - we'll cover this method below, but they both work in the same way
Add Reminder from the Record View
To add a Reminder you need to:
- Go to your record
- Go to the Reminders tab
- Click Add Reminder +
- Choose the Reminder Type
- Choose the User or the User Group the reminder will notify in the Assign To field
- Choose the Due Date if applicable
- Choose a Priority - this colour-codes your Reminders so you can see which ones are more important. You can also filter your Reminders on the dashbord based on Priority
- If you've created the Reminder from a Property or Listing record, choose a Contact to link it to
- If you created from a Contact Record, choose a Property, Listing, Project or Project Stage to link to
- Enter a Description
- Set if you would like it to be a Recurring Reminder. For more info, see - Reminders: Recurring Reminders
- If the Reminder Type is SMS, Letter or Email, click Attach Merge Templates to attach a template for the Reminder. For more info, see the next section below - Adding a Merge Template to a Reminder
- Click Save
Adding a Merge Template to a Reminder
Reminders can have merge templates attached to them. When you check the Reminder to mark it as complete, an email/SMS will be created or a letter will be made available to download. For example, you have a Reminder to email a follow-up with an Appraisal - completing the reminder creates an email that merges the Contact's name and other details. You can then send that message to the Contact.
While creating/editing your Reminder, you will need to:
- Choose the Reminder Type as either Email, SMS or Letter
- At the bottom, click Attach Merge Template
- Choose the template you wish to use
- Click Add Template