Reminders are a great way to stay on top of follow ups with tickets, customer accounts and individual contacts. Simply add a reminder to a ticket and an email will be sent to you on the due date.
To view a list of your reminders, go to to My Tickets -> Reminders tab.
You can mark the reminder as done and remove it by checking the box next to the reminder name.
You can also hover over the reminder icon to to receive additional information about the reminder. If you click on the ticket name or customer name, it will open in a new window.
In addition, you can customize the emails that are sent to you by going to Email Tab in the admin section.. Scroll towards the bottom where the templates are and edit:
Reminder – Ticket
Reminder – Customer
Reminder – Contact
Click here to learn about adding reminders to customer accounts and individual contacts.
Need more help with this?
Don’t hesitate to contact us here.