Reminders

Before performing any reminders for the first time please refer to the following article on how to set-up your reminder templates. Reminder Templates

Adding Reminder to a Document

When you are in a document you will find the reminder section on the main section also know as - History, see the image below on where you can locate this;

Follow these steps to add a reminder;

• Click - View/Edit
• Select - Type
• Enter - Due Date - You can use the options provided to quickly enter a date or manually add

• Choose - Method - You can have one or multiple methods to send a reminder.

You can choose to send a reminder via Print / Email or SMS each other these methods has its own prompt. So for example, you could send a letter one month before and also an email one week before and even send them an SMS a day or two before its due.

• Set - Recurring - Yes / No - Set the interval in weeks if you choose Yes.
• Add Reminder

Your reminder is now set and will notify you in the reminders section at the specified period you have stated.

Performing a Reminder

All reminders will appear in the reminder section within the specified period that was selected at the time it was added.

A small box on the reminder icon on the main menu will appear displaying the number of reminders you currently have waiting to be performed.

When you go into the reminders section you will be presented with the following screen;

This window shows you the reminders that are ready to be performed. You can change the date if you need to look ahead but as a default, it will be from the current date.

Sending Reminders

This is very straight forward, you can either;

• Click - Print / Send Reminders (This will perform all the reminders via all methods)

Or

• Click - View Reminders Due
• Send - Each Reminder Individually

Or

• Click - Next to each method

Dealing With Errors

You may come across some reminder errors from time to time.  These will highlight that the method you have selected to notify the customer with does not have the required information to process the reminder, such as missing an email address when set to email the reminder.

• Click - View, next to Errors 
• Click - The warning triangle, next to a record
• Read - Error notes appear in Red
• Open - Vehicle or Customer
• Add - The missing information
• Save

You should have now fixed the error ready to proceed.

Expired Reminders

You may have expired reminders which simply mean that the date for the reminder is past due. You can view this list should you require. The expired reminders get moved to the archives after the period you have selected as the reminders due within date. So for example, if you send reminders 30 days before due then the expired reminders go to archives 30 days after it was expired.

Failed Reminders

These are reminders which were attempted but are missing details. For example - You attempted to email a customer a reminder with no email address. As above you will need to address the issue and then retry the failures.

Display Previously Sent

If you need to look back at previous reminders you can by selecting the date when the reminder was performed and click display previously sent.

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