New Feature Preview - Generic Reminders

05/16/2013 12:00 AM | Sky Stebnicki

We recently added a new Generic Reminders Tool based on great feedback from our users.

The Problem

There are times when it would be handy to be sent a simple reminder of something at a specified future time. Often such reminders do not warrant creating a task with a deadline or due date or cluttering your calender.

For example, let's say you are speaking with a customer over lunch and he informs you that next week they are conducting an open house. You may or may not be interested in attending, but you would like to be reminded just in case you have an opening.

It is easy to keep track of this kind of data by using reminders.

To Create a Reminder

Lets create a reminder for the above event.

Open The Customer

Navigate to the "CRM" tab and then search for your customer by name. Open the customer by clicking on the name. Then click on the "Create Reminder" action on the customer details tab.


Create the Reminder


The above reminder will send you a text on 5/17/13 at 2:29 PM reminding you of the open house on the off chance that you might be driving by and want to stop in.


This is a very simple tool but if used effectively can have a huge impact on your personal and team productivity. Give it a try and let us know what you think. 

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