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Adding a reminder
Adding a reminder

How to add an internal reminder or a service reminder in Passport365

Written by Tim Rattley
Updated over a week ago

Reminders give you a handy way of keeping track of tasks to be done both internally and for customers.

Example use cases

  • Internal reminder to MOT one of the vehicles 

  • Service reminder to let a customer know their annual safety certificate expires in 14 days’ time

  • Internal reminder to order more stationary

  • Service reminder to let a customer know their fire alarms need to be changed in one months’ time

The Basic's

  • There are two types of reminders. Service reminders (related to a customer/site e.g. reminding a customer a service needs to be done) and Internal reminders (internal tasks to be done such as order parts). 

  • Reminders can have two statuses. Active (still to be done) and Completed (already done). 

Adding a reminder

To add a reminder head to the "reminders tab" which can be found in the left-hand menu and then click "Add reminder"

Reminder type: choose whether the reminder is "internal" or a "service reminder". If it’s a service reminder you can choose a "customer" and if required a "customer site address". 

You can then proceed to giving your reminder a title, description, date to be done and choose whether it’s a one off reminder or if it’s a repeat reminder to be done on a regular basis. An example of a repeat reminder maybe ordering stationary monthly or reminding a customer about a monthly service. 

Email reminder

You can setup an email to be sent to someone in office (if it’s an internal reminder) or to the customer (if it’s a service reminder). You can also send to more than one person (by clicking the plus icon next to the email box) . 

To do this tick "Email reminder"

Email templates can be created from the messages & communication section. They can also be edited at the point of sending them.

Marking a task complete

Once you have completed your task, you can mark it complete by clicking the "done" button on the right-hand side of the reminder

Other things you can do from the reminder list view

  • Batch mark reminders "done", batch delete reminders, export reminders in a CSV spreadsheet

  • Search reminders by keyword

  • Filter reminders by status (Active, Done)

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