Activity Reminder

Thanks to the Set reminder option, you can set a time for each activity for when the CRM will send you a reminder about it.

In the activity detail select the Action - Set Reminder option. 

 

Select the time of the reminder.

 

Do not forget to save your Activity.

The system will notify you about the start of an activity either via email or via CRM notifications, or you can choose a combination of both possibilities.

The reminder settings can be edited by an Administrator. For more information, go to Notification Settings

You can also set the reminder directly in the form when creating a new activity. 

 

If you wish to automatically set the activity start reminder for all activities, click on your name in the upper right corner.

Select Calendar from the right menu. 

 

Set automatic reminder of the start of an Activity to all created activities.

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