How to Setup Reminders for a Follow Up?

Updated on March 25, 2018 11:50pm by Admin

Get an alert pop up that can remind you about important follow up against customers or any other objects in Invoices App. You can add reminder setting inside the App  and you will receive a pop up from your browser. All that you need to do is to enable the content setting of the currently using browser.

Here we go!

Steps to Add Reminder for Follow Up

  1. Create new follow up or view the existing follow up.
  2. By default the remind me option will be turned off. 
  3. You will need to turn it "ON" and enter pop up duration type, the reminder pop up can have more than one form with minutes, hours, days and/or week.
  4. You can view the create follow up with reminder pop up configuration as shown in image below:
    follow-up

Related Links