Learn how to set reminders in this step-by-step guide. This help guide will cover how to set reminders in Neon CCM.
Content
Instructions
Reminders allow you to set up notices for yourself or other users in connection with a record. For example, you can have the system automatically send reminders to assigned users at set times. Reminder emails go out early in the morning, and show up on the assigned users homepage. These reminders can be assigned due dates and used to track tasks by being marked as complete.
Setting Reminders
- To add a reminder, select a record. For this example, the record is located under the Persons tab.
- Select the person’s name within the table.
- Next, select the Reminders tab within the record.
- Select Add New Reminder.
- Now, select the name of the person you want to assign to the reminder from the User dropdown list.
- Select the calendar Icon in the Reminder Due Date and Dashboard Date sections to assign a date for each action to take place.
- Then, enter a note in the Reminder field. Select the check box for Send Reminder Email to enable this task. Then select the Reminder Email Date by selecting the Calendar Icon.
- When finished, select Submit.
- The reminder now displays in the Reminders tab.
Note: If you are unable to access this feature in your CCM, it is possible Neon CCM can add the functionality through an upgrade. If this is something you are interested in, have your system’s support contact inquire through a support ticket.