How to: Setup Activity Reminders
Whether you are adding an activity for a Unit File or Contact File, you can also setup reminders to make sure you don’t forget about the activity. You have to choose between email reminders or SMS reminders, as well as when the reminder should go out. For the Open House activity below, we have setup two reminders: Email reminder 2 days before the activity is due and a SMS reminder 30 minutes before the activity. You can further add reminders by clicking on the Add a reminder
