- notification in Raynet,
- both notification and email.
Setting a reminder when creating a new activity
After filling in the date when creating a new Activity, e.g., a Phone Call, click on Add Reminder. Select when you want to be reminded and save the Activity.
Setting a reminder for an existing activity
On the Activity detailed card, click on the three dots » Set Reminder.
Select when you want to be reminded from the drop-down menu, or manually set a date and time. Confirm everything with the Save Reminder button.
Setting a reminder for all the activities you create
To automatically set a start reminder for all the Activities you create, click your name in the top right corner » My Profile » and select Calendar.
Check the automatic start reminder option and select when you want to be reminded. Confirm everything with the Save button. Each Activity you create from now on will have a reminder set automatically.
Some activity types may require more time for preparation. For example, if you usually need to get ready for a meeting 30 minutes before it starts, but only need to be reminded about sending an email 5 minutes in advance, Set different reminders based on activity type.