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In your Clients Database you can create reminder notes for home anniversaries, birthdays, any type of reminder and set a date to have an email sent to you reminding you of your follow-up note.
To create a Reminder:
Click into your Clients Database. Click on a client name and in the NOTE box, type out your reminder information.
You have a Calendar Icon to set a date to have the system e-mail you your reminder on that date.
Your Primary and Secondary client`s birthday can be set as a reminder as well.
Click on your clients' name from within your Clients Database. Click on your clients name again at the top left corner of this summary page. Your clients name will be underlined. Under the Edit Client Info screen is where you will select your clients' birthday from the boxes provided and then indicate in the drop down how many days before the client`s birthday you would like to be notified.
NOTE: You can view a list of your reminders from the REMINDERS link at the top of the Clients Database main page.
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youtube:2018jc