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  • How to Manage Company Reminders




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The Reminders tab has all the reminders linked to the company.

Reminders can be added from the Add button in the main menu or from the action button.


There are 5 mandatory fields: 

  • Reminder type: A customizable list of value 
  • Remind on: date and time
  • Notify before : select the notify before day(s) / week (s) / month and if reminder popup or reminder popup and email
  • User to Remind: select the user to remind. You can add yourself by simply clicking on the Add me hyperlink.
  • Summary: Add the summary 


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