This will enable you to get email reminders when a piece of equipment is about to run out of its warranty.
To set this up, go to the CRM and select your customer. Then go to Sites > Equipment and select the equipment you want to create the warranty reminder for.
Next select the alarm icon, as highlighted below.
You then need to select the time and date you want the reminder set for.
Once you’ve done that, double-click on the user/s you want to set up the reminder for.
To set up a reminder email, right-click on the user you’ve selected then select 'Reminder notifications'.
Click 'Add' or 'Add Custom' and select the user's email address information.