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A reminder consists of a message to users, to remind them when certain things happen in Microbizz, e.g. to a company or person.
In the section, by clicking on "Create new" in the list of reminders, or choosing REMINDER > CREATE, you are able to create a new reminder:
In order to create a new reminder, there are various information required.
- Reminder: The title of the reminder
- Description: A description for the reminder
- Allocate to...: Choose a user you want to allocate the reminder to
- Date: The date for the reminder
- Time: The time for the reminder
- Repeat: Choose how often the reminder should occur
- Handle public holidays: Choose whether or not holidays should be included when reminding users
- Remind via: Choose one of the following ways to remind users with:
- Pop up window
- Text message
- Message
- Link...: Choose an object to link the reminder to:
- (none)
- Company
- Person
- Task
- Unit
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