10.11 Next Reminder

Reoccurring Reminders

Users now how the ability to set up reoccurring reminders.

*Dashboard > Workplan Activity Page > Reminders

Open and complete a reminder.

Select an action:

Note: Leave a note

Phone: Contacted via phone

Visit: In person visit

Email: Send an email

Text: Send a text

Letter: Send a letter

Dismiss: Dismiss reminder

Select date you would like to schedule your next reminder and click ok.

Next reminder will be set for the date selected.