Learn how to add reminders to both new records and existing records. This process is also the same for adding reminders to tasks.

Steps to Add a Reminder to a New Record

1. Select create new record.
2. After entering the record information, down the bottom, select add reminder.
3. Select the users to be reminded.
4. Choose your notification type (in app notification or an email notification).
5. Select your ‘Due’ type.
   1. ‘At’ - This is for a specific date and time that you can select below.
   2. ‘After’ - This is for a specific amount of days, weeks, months etc. after the record was created. You will be notified at 7am after how many units of time you select.
   3. ‘In’ - This is to be notified in a specific unit of time from now. You will be notified at 7am after how many units of time you select.
6. Add a note to the reminder if you wish.
7. Select ‘Save’.

Steps to Add a Reminder to an Existing Record

1. Navigate to the records page.
2. Identify the record you wish to add a reminder to (using the filters if needed).
3. Select the bell icon on that record.
4. Select ‘Add Reminder’.
5. Select the user or multiple users who you wish to be notified (by default your account will be at the top of the list.
6. Choose your notification type (in app notification or an email notification).
7. Select your ‘Due’ type.
   1. ‘At’ - This is for a specific date and time that you can select below.
   2. ‘After’ - This is for a specific amount of days, weeks, months etc. after the record was created. You will be notified at 7am after how many units of time you select.
   3. ‘In’ - This is to be notified in a specific unit of time from now. You will be notified at 7am after how many units of time you select.
8. Add a note to the reminder if you wish.
9. Select ‘Save’.

Receiving a Reminder Notification.

• This is how an in app notification will appear, and this will be the email notification.

Additional Information.

• You can add multiple reminders to records and tasks, simply follow the same process by selecting the bell, then add reminder and so on.
• You can edit existing reminders by selecting the bell icon, clicking on the existing reminder and making your changes from there - be sure to save. 
• You can delete existing reminders by selecting the bell icon, and then selecting the blue minus button next to the reminder. You will then need to select ‘Remove’ to confirm the deletion.