Adding a reminder to a Record for a file request
You can now add Reminders to a Record, which can be useful for:
Asking content or information from a User
Reminding a User associated with the SideDrawer or Record to complete an action in the future
Step 1
Navigate to an existing Record
To learn how to create a Record click below
Navigate to the section of the Record where you can create a Reminder and Select ‘add’
Step 2:
Create the Details of the Reminder
Create the Name if your Reminder
Add any User associated with the Reminder
Add a message to explain what the reminder is asking of the indidividual(s) associated with it
Select the start date of the Reminder
Step 3:
Add Recurrence to the Reminder (optional)
You can choose to add recurrence to your Reminder. This will send updates and remind the User to complete the details of the Reminder. The Reminder can be turned off at any time <insert article to turn off reminder>. The reminder can be sent in intervals of Daily, Weekly, Monthly or Yearly.
Daily
In this Example, the invite:
Occurs on a daily schedule
Every 3 days (which can be customized)
And will continue until effective date June 30th 2022
Weekly:
In this Example, the invite:
Occurs on a weekly schedule
Every Wednesday (which can be customized by selecting the preferred day)
Every 2 weeks (which can be customized)
And will continue until effective date June 30th 2022
Monthly
In this Example, the invite:
Occurs on a monthly schedule
On the 3rd day of the month (which can be customized by selecting the preferred day of the month from the dropdown)
Every 2 months (which can be customized)
And will continue until effective date October 31st 2022
Yearly:
In this Example, the invite:
Occurs on a yearly schedule
Occurring in the month of January
Every 2 years (which can be customized)
And will continue until effective date December 3rd 2024
Step 4:
Save your reminder.