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Introduction


You can customise certain reminder settings and also define what reminders each user can see.


IMPORTANT: Only the admin can edit the template but the templates are set to different negotiators.


Different ways to customise Reminders


  • System Settings

  • Template

To customise the Reminders page using System settings, follow these steps:


  1. Go to tools > Maintenance

  2. Click the System Settings tab

  3. Scroll down to the settings, you may want to change for example one called 'Reminders - Amount of time before appointments to show popup reminder', if you changed that then it will change how long before the system reminds you before an appointment is due. So you may want it changed to an hour before the appointment is due to happen

  4. Click save

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To customise the Reminders page using Template, follow these steps:


  1. Go to the Reminders window

  2. Click the Template tab

  3. Select the Negotiator that will be using these set of reminders

  4. Click the ticked boxes, then it will start un-ticking the reminders that you do not want viewing as a reminder

  5. Click Save

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