Creating a Reminder

Reminders let you set up email messages for yourself, so you remember to communicate with key Contacts. You can create a new reminder from any page in InterAction+™.

To Create a Reminder:

1. Do one of the following:

2. From any page, click on the Global Add button

   

   OR

   Click the Reminders tab and then click ADD REMINDER. The New Reminder screen will appear.

   

3. Enter the contact who is the subject of the reminder. As you type the contact's last name or company name, a list of potential matches will appear next to where you type.
4. Set the Frequency of the reminder. By default, a new reminder will repeat every 3 months, starting with today. You can change that frequency or set the reminder to only occur once. Reminders must be created with start dates in the future.
5. Enter a Description that explains the purpose of the reminder.
6. Click SAVE when you have configured the reminder. The Reminders screen will display and will include the new reminder you created.