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The Reminders tab consolidates all reminders associated with the company.

Reminders can be inserted using the Create button in the main menu or the Action button.

Lexzur > How to Manage Company Reminders > image2023-12-1_11-15-37.png

You must fill out 5 mandatory fields:

Reminder type: Choose from a customizable list of values.
Remind on date and time.
Notify before: Specify the number of days/weeks/months in advance for notification, with options for a reminder popup or both a reminder popup and email.
User to Remind: Select the user for the reminder, and you can include yourself by clicking the "Add me" hyperlink.
Summary: Provide a summary for the reminder.

Lexzur > How to Manage Company Reminders > add new reminder.png

Additionally, you have the option to duplicate (clone) the reminder for other users and associate it with a matter, company, person, or task.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com .

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