Reminders are a great way to stay on top of follow ups with tickets, customer accounts and individual contacts. Simply add a reminder and an email will be sent to you on the due date. You can also see a list of your reminders by going to My Tickets -> Reminders tab. In addition, you can customize the emails that are sent to you by going to Admin->Email tab. Scroll towards the bottom where the templates are and edit: Reminder - Ticket Reminder - Customer Reminder - Contact To add a reminder on a ticket, open a ticket and click "add" under the Reminders section on the right. Fill in the form and click OK.  To add a reminder to a company and/or contact, go to the Customers section and click the Add Reminder button.  If you want to see a list of all your reminders, go to My Tickets on the left, then click on the Reminders tab.  |
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Reminders |