reminders in centrahubcrm

Reminders

1. Email

On selecting the option, you receive reminders for your tasks through emails.

2. Pop-up in CRM

On selecting the option of alert, you receive reminders for your tasks in your CRM notification bell icon.

3. SMS

On selecting the option, you receive reminders for your tasks through messages.

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field-description

Field Specification for My Reminders:

Assigned To

Select the person whom the reminder is assigned from the drop-down list.

Subject

Enter the subject of reminder in the text box.

Schedule On

Schedule the time and date of a reminder.

Repeat

Set how many times the reminder notification must be repeated.

Notify

Select the type of notification to be sent for the reminder.( SMS, Email or alert)

  • 5. Click on Ok. The reminder is set and you can view it in the My reminder list.
Reminder

Select the reminder of the task from the drop-down list.

Reminder type

Choose /the reminder type whether it is alert, SMS or Email.

No. of days

Select the no. of days when choosing Reminder as No. of days.

Reminder date

Set the date when the reminder is supposed to trigger.

  • 3. Click Save.

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