Reminders

Sending a reminder

  • In the Reminders window, click on the Reminders menu and select the New > Reminder option.

    Alternatively, right-click in the Reminders list and select the New option.

  • In the Reminder window, select the method of transmission (Popup, Email, SMS) and enter the name(s) of the people you want to send the reminder to.

    NB: You can select the names from the Contact Library by clicking the Popup, Email or SMS icon.
    Alternatively, you can start entering a name and let 'auto complete' search for a matching contact.

    The Name(s) box can also be used to enter email addresses or mobile phone no's.

  • Enter a Subject for the reminder.

    NB: This is not required for SMS reminders.

  • Enter the Reminder message.

  • Enter the Date and Time when you want the reminder to be sent.

  • Enter the 'Reply to email address'. This will be used when recipients of email reminders reply to the email.

  • Click the OK button.

NB: Reminders will appear in the Reminders list with a status of 'Not sent' until it is time for them to be sent. After they have been sent the status will change to 'Sent'.