Objectives
- Insert Company reminders in the database
Steps
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 a hyperlink.
- Summary: Add the summary
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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