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Vtiger's One-Click Reminder feature helps you stay on track by letting you set quick reminders for any task or record. With just one click, you can make sure you don’t forget important follow-ups or actions.
You might need to follow up on an email, deal, case, contact, quote, or invoice after a few days. With just a couple of clicks, Vtiger’s reminder feature helps you set a follow-up and notifies you when it’s time.
For example, you just got off the phone with a Contact, and want to follow up in a couple of days. You can set a reminder to get an alert when the day arrives.
Set reminders on all modules related to activities. You can easily set a reminder for any record by selecting the clock icon from the More option in the record’s view.
When setting a reminder, you can choose from the following quick options:
If these options don't suit your needs, you can also select a custom date and time for the reminder.
Let’s take the Contacts module as an example to see how to set a reminder on a Contact record.
Follow these steps to set a reminder on a Contact record:
Notifications for record reminders are sent via the following:
Reminder feature allows you with the following actions from the Activity Widget, Task Management, and My Calendar view.
If you’re not ready to act on your reminder, Snooze them. Follow the below steps to snooze a reminder:
Once you have completed the task, you can mark the reminder as completed by clicking the checkbox beside the reminder or task.
Sales members can set a reminder to follow up on an email assigned to them from Inbox. These predefined follow up intervals enable sales reps to quickly set a reminder and get notified when due.
For example, if you email a customer and want to follow up in two days if they haven’t responded, you can use the new Reminder feature in Conversations. With just one click, Vtiger will remind you by bringing the email back to your Inbox Reminders section after two days.
Email conversation owner can set a reminder to follow up with the Contact using reminder feature. Any Email conversation with a reminder set is moved from Open to Reminders folder so that it does not clutter the inboxes. On the day of the reminder, the conversation is moved from reminders folder to Open folder.
Note: Reminder is shared with all the collaborators of a conversation in a mailbox. However, only Email conversation owner can snooze, edit or dismiss a reminder.
Follow the below steps to set a Reminder for an email conversation:
A user can set a reminder on an email in the Conversation view of related Emails module. For example, view the below image:
A user can reschedule, snooze or dismiss a reminder on an email from any folder. A user can also set a reminder from any of the folders in Inbox - emails marked as done, drafted emails or even sent emails.
Note: Reminder owner is notified via Notification Center and Desktop Notification for example, 15 mins before reminder is due.
Reminders scheduled for today or that are overdue appear under Reminder section within the Open folder.
Any future reminders (like those set for tomorrow or later) that are marked as done will appear in both the Done folder and the Reminders section. This applies to other folders too, such as Draft and Sent.
A reminder set by the owner gets cancelled when:
The above scenarios are applicable only on overdue reminders and today’s(present day’s) reminders. Once the reminders are cancelled the email conversation is moved from Reminder folder to Open folder.
Note: All the future reminders (tomorrow, 2 days later, etc) will not be cancelled on replying to an Email.
Administrator can enable Inbox alerts for Inbox users to be notified on any reminders due via Notification center and a daily digest.
Daily digest summarizes all the Emails that were due yesterday (Reminder time set yesterday) and any Emails from Contacts that are not responded yet.