Our reminders maintenance gives you options to fix up data and set reminders in bulk.


CRM\Reminders\Maintenance


Create Bulk Safety Reminders

This option enables you to create reminders in bulk based off the options you choose.



One off / Recurring

You can choose whether the reminders are one of, or recur each year.


Days

Safety Expiry - This is the days before the safety expiry date that you want to send the reminder. 


Last Safety - This is the days after the last safety date that you want to send the reminder. Normally 365 / 1 year


Custom Date - This is the days before the custom date that you want to send the reminder.


Template

The template message you want to send.