Objectives

• Link a reminder related to the contract

Environment

• Contracts Module

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Steps

The reminders tab includes all the reminders associated with the contract. This tab includes reminders details such as reminded on, time, type, user to remind and so on.

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• Reminder type: A list that can be customized on the fly.
• Remind on: the date and time to remind on 
• Notify before: choose if day, week or month and then choose if you want to be notified by reminder popup or reminder popup and email.
• User to remind: Specify the user to remind 
• Summary: Add a summary 
• Clone: you have the option to clone the reminder, select the users and the save.

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