You can edit a service reminder linked to a customer. This is useful if someone has made a mistake.
- The service reminder date should not be edited. If you do need to change the date, please delete and re-add the service reminder with the new date. If the date is edited, this will affect the service reminder sending process and cause them not to refresh correctly
- You cannot edit/change the service type of an existing service reminder
Editing a service reminder
- Navigate to the customer's/work addresses dashboard > View
2. Edit service reminder
● Due date > Calendar Icon > Pick a date
● Send to > Dropdown > Choose different contact