How do I add a new reminder?

A new reminder can be added only for cases based on due date.

  • Go to Reminders and under Automated Reminders -> Based on Due Date.
  • Click on +New Reminder.
  • In the new window, enter the Name of the reminder to be created.
  • Select who should be reminded, either you, the customer or both from the Remind drop down.
  • Set the due date criteria and modify the content if necessary using Placeholders for help.
  • Click on Save.
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