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A call reminder can be created against any record, i.e. applicant, property/vendor, landlord, tenancy, company or contact |
1. Create call reminder In the Activity Feed section of a record: |
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2. Enter detail & save |
same 
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3. Call reminder in Activity Feed & on Organiser Call reminders are shown at the top of the Activity Feed (shaded yellow) and will remain there until marked as Completed, see next step On the day the reminder is due, the reminder will appear in the Organiser Messages & Tasks panel, see step 5
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4. Mark call reminder as completed from Activity Feed From the Activity Feed: |
Click Complete
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4. Mark call reminder as completed from Organiser | Info |
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On the day the call reminder is due, it will be displayed in the Organiser |
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, Messages & Tasks panel for the user named on the reminder (in the Messages & Tasks panel) |
From the Organiser: |
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The notes will be added to the task as a follow up note and will be stored with the task in the journal |
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| Excerpt |
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A call reminder can be set on any role within AgencyCloudthe system, i.e. applicant, property/vendor, landlord, tenancy, company or contact |
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