Add 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.

Watch a quick video showing you how to add a reminder

Or read how to add a reminder

1. 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. 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
   
   Please note you cannot set a reminder for the same day as reminders are processed and notifications are sent at 8am in the morning
   
   
   
   
5. You will receive a notification at 8am the morning the reminder was set. It will appear in the top right of your screen