How to add a reminder to a contract

To add a reminder to a contract, go to the Clients module and click the Contracts tab in a client’s page.

Find the contract you wish to add a reminder to. Click the link to find out how to search for a contract. 

Click … at the end of the selected contract row and click add reminder.

An Add New Reminder modal window will pop up.

Fill out the fields about the new reminder:

• Subject (required) – Enter a brief, one line, summary of the reminder.
• Details (optional) – Add more details if applicable.
• Time Zone (required) – The time zone is related to the notification the reminder will set off. This field is linked to the field below. The time zone from your profile is preselected.
• When (required) – The date and time at which a reminder will be triggered to send the user a notification. Midnight and the current date are preselected.
• Is Active – If this is ticked, the reminder will be active. Unticking this checkbox will result in the reminder being deactivated. 

Click Save or Save & New if you want to add another reminder.