Create and manage reminders

Assign a dated reminder to a staff member and choose whether it also sends an email notification.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open the record the reminder concerns and choose its reminder action.
2. Set the reminder Date and time using the displayed date/time picker.
3. Choose Set reminder to and enter a Description that identifies the follow-up.
4. Select Notify by email only when the additional email notice is wanted.
5. Submit and check the reminder in the record's reminder list. Edit or remove it using only the actions available to your role.

Check the result

• The reminder is attached to the intended record and assigned person with the correct scheduled time. It is not a task assignment or an immediate message.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance