Adding a customer/work address reminder

You can add a reminder to a customer/work address. This will send a notification to a member/s of staff on the desktop. They can then read the reminder and complete the task.

1. First, search for the customer/work address you would like to add a reminder to.
   
   
2. Click on the customer/work address name to open their account. Navigate using the tabs across the top and click 'Reminders'.
   
   
3. You will see a page with reminders. Click 'Add new reminder' on the top right of the reminder section.
   
   
4. Fill in the information and click 'Add reminder' to confirm.
   
   
   
   
5. You will receive a notification at 8am the morning the reminder was set. It will appear in the top right of your screen:
   

Please note -- you cannot set a reminder for the same day as reminders are processed and notifications sent at 8am.