You can set up reminders in the software to help you get your work, call backs and renewals organised and completed on time.
To set up a new notification, firstly you will need to make sure your user has the appropriate privileges set. Follow this guide and ensure the 'Can Create Reminders' privilege is allowed.
Go to the ‘Reminders’ tab and select ‘Create Reminder’.
You will then be able to add the details of the new reminder, including the type, title and the client if applicable.
You can then set which users will be reminded by going to the ‘Users’ tab. You can also set the notification type here.
In the ‘Certificates’ tab, you can add any certificates that may be related to the new reminder. Press ‘Okay’ when the details are completed.
Your notification is now set up and will be added to your reminders list.
Published: March 2020