Manage reminders

Global Administrators and Business Area managers can set and edit the reminders sent which gives you greater flexibility in managing how and what is sent to your members. Reminders are specific to a business area and associated with tasks. The four reminders under Task and Expiry can be edited to determine when in relation to the task the reminder is sent, and how often. Reminders are customised and come inbuilt as part of your product.

1. Go to your profile and select Administration from the menu.

2. Select Business areas and from the list and select the name of business area you want to manage.

3. Select the Reminders tab or card.

4. Select the type of reminder you want to edit.

   1. You can enable or disable a reminder.

   2. You can set when it is sent.

   3. You can determine how often it is sent.

5. After completing your edits select Save.