Operations
Reminders
Create follow-ups on customers and process the due queue.
How reminders work
Create reminders on a customer profile (or from CRM). Each reminder has a title, a due date, and optional notes. Due items appear on the Reminders page across all customers.
Process due reminders
Click Process due reminders to run the due queue. This creates in-app notifications for assignees. It does not send emails to customers by itself. On completion the page reports how many reminders were processed.
The list
Reminders show the title/notes, the linked customer (click through to the customer), the due date, and a status (open or completed). The list is paginated.