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Task/Event reminder

Created: Apr 5, 2017 10:56 am
Topics: Tasks/Events, Miscellaneous

Reminders for each event/task can be set up in Tasks/Events database. 

First reminder is in Recur/Remind tab. User can be reminded by email or pop up. In first field user enters number and in second time frame: days, weeks, months or years. 

Second reminder is SMS reminder. 

Time frame needs to be set (before due date or when task is completed), to whom SMS should be sent (Client or Staff), time frame and message. 

NOTE: In order for SMS to be sent, message needs to entered. Date will appear, when reminder will be sent. 

 Email reminder has to have all information entered as SMS reminder.

SMS and Email can be set up in CRM database. 

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