General Reminders

Most activities within the system will automatically show as a reminder on the reminders list on the main page where applicable, e.g. upcoming bookings, overdue returns, overdue expenses, maintenance, etc.  General Reminders gives you the flexibility to manually set a reminder for anything you like.  They are often used for CRM activities, i.e. reminder to call a customer on a particular day.

Add a General Reminder

There are two methods for adding a general reminder.  Either click the + New Reminder link at the top right of the main page, or from the main menu strip at the top, go to CRM > General Reminders to open the General Reminders List then click the + New Reminder button.  The reminder will be saved in 'Pending' mode by default, and will show on the reminders list on the main page.  Check the 'Done' box once the reminder is completed.  General Reminders can be linked to Customers, Contacts, and Invoices.  They can also be included in the Delivery/Pickup Schedule. 

Add via Sales/Hire (Customer Overview) screen

  1. From the Sales/Hire > Customer Overview screen, click the CRM tab.
  2. Click the Reminder button, which will redirect the a new General Reminder record.
  3. Select a Reminder Date, and enter a Reminder Note.
    Note: Under the Related Records sub-heading, the Customer is automatically linked.
  4. Click the Save New button. You will be returned back to the Customer Overview screen with the new reminder now appearing in the CRM tab.

Add via Invoice screen

  1. From the Invoice screen, click the CRM tab.
  2. Click the Reminder button, which will redirect the a new General Reminder record.
  3. Select a Reminder Date, and enter a Reminder Note.
    Note: Under the Related Records sub-heading, the Customer and Invoice are automatically linked.
  4. Click the Save New button. You will be returned back to the Invoice screen with the new reminder now appearing in the CRM tab.


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