Reminders serve two purpose.

When using CRM+ as a single-user software, reminders are used to create to-do items, while in a multi-user environment it's also used to give tasks to other users. It has two states: active and inactive.

Reminders can be seen at three places.

The first one is the main page, where you can always see your next reminders:

By clicking on the show all button you get a reminder list window, which can be used to navigate to see all your reminders:

The second one is the Client's Reminder pane, which lists all the active and inactive reminders that connect to that Client:

The third one is the calendar.

A reminders usually come as a part of a history records, as a “what happened and what will happen” system:

The second, yellow part (1) of a new history form is the reminder part. Here you describe who, what, with whom and when will have to do.

In the picture you can see that there was a history entry (an incoming phone call). The task is to send an offer, so we fill out the reminder part in order not to forget the offer sending. If the reminder part is not filled, it's likely that we will forget to do that thing.

A reminder can be an all-day event, which can be done any time at a day (phone, send email, etc), but also can be a time-based task which must be done at a specified time (2).

The all-day events only appear in the reminder list, while the time based events appear in the calendar as well.

Time-based tasks use the calendar to reserve entries, and to ensure that two events for the same user doesn't happen at the same time.

You can set up a reminder to pop-up at a specified time (3). This can be used to warn you about something (eg: you have a meeting at 12:00 am. You can set up the reminder to pop up at 10:00 am, to warn you to start to be able to get to the meeting place in time).

By clicking the little clock icon, you can set up reminder pop-up:

The main advantage of reminders are workflows. You can chain reminders to each others, which will create a workflow.

For example you have the active reminder of the previous sample. (so there came a phone call, and you set up a reminder to send an offer):

If you click the continue button, you create the worklow:

At the top of the window you can see the previous reminder where you clicked on the continue button.

Below it, you see the standard new history window with the reminder part. Here you can write the history (in this case the email sending), and set up a new reminder (phone out).

You can keep on doing this as many times you wish. The reminders will be chained to each other.

If you open a chained history workflow, you will see the following:

At the top of the page you can see arrows, with which you can move forward or backward in the workflow. You can also see the previous and the next reminders on the sides of the screen.

This helps you to easily look at a workflow, and see what happened after what.

When using CRM+ as a multi-user system, you have to set up the company structure, positions, superiors.

This is mainly used by the reminder dispatch system.

For example you set up a reminder to someone. After a specified amount of time (by default 3 days), the reminder will expire. This indicates that nothing happened with that reminder (the user didn't have time to do it, or just simply didn't do it).

CRM+ will now give this reminder to his superior and indicates, that this is an expired reminder. So now the reminder has become the superior's reminder. By this, the superior knows that the user didn't do that reminder, and can decide what to do with it. He can pass it back, or can do the job himself (for example if the user is ill, and cannot work right now), or can give it to someone else as well.

The user himself also sees that he has expired reminders in the reminder list, because red color indicates these kinds of reminders.

Also there is a pane of the reminder list window for forwarded reminders.

If a user has too many expired reminders it indicates that he has too many task to do and has no time to finish them, but can also mean, that he doesn't work enough.

Expired reminders can be easily reported using the reminder reports.

At the Reports panel there are reports for reminders:

By this report you can report a user's reminders within a specified date range:

This is used to list what kind of reminders a user has:

This report is used for an overview of the CRM+ users' tasks.

You can see how many active reminders the users have, and how many of them are expired and has been forwarded.

At the search panel you can search for reminders as well.

For example: You can for example search for companies that has active reminders set. Just click the “Active only” checkbox and press enter.