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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.
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