You can set up, at the customer level, automatic task reminders for mixed task.
Requirements: You must have a customer role at the customer level that includes the Modify Customer user right.
Up to three reminders are provided, each with a different subject, message and sending date relative to the due date of the task.
The date options for sending task reminders are:
- Three Days Before Due Date
- One Day Before Due Date
- On Due Date
- After Due Date
The last option, After Due Date, sends a daily reminder until the task is completed. The user can also define a specific hour of a day for sending the reminder. If a task is created after the reminder date, no e-mail message is sent for the reminder.
Tip: If you do not want the automatic task reminder to be sent from a specific task, you can define it when you create a task. In the Task Options area, select the Exclude task from automatic reminders check box.
- From the Customer menu, select Manage Task Reminders.
- Define task reminder dates, reminder messages, and reminder time as necessary.
Tips: You can use tags to insert variables in the task reminder messages. The following tags are available to be used:
- Click Apply.