Edit reminders
The reminders feature is really nice, but it's lacking features to edit and add to an existing reminder. All it lets you do right now is add and clear. It would be cool if you can attach reminders to more than just a customer name, too. Like associate a ticket/estimate/invoice...
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Vincent S. Hamm CIO, Aim High!, Inc. commented
Yup.
A good feature.
We have businesses that we follow up with and they may not be quite ready to “pull the trigger”. It would be good to push a reminder out a week, or a month, or add some additional information to the reminder. -
Sylvain Caron commented
how can we delete one of them reminder?
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Mary Burger commented
I need to be able to edit the reminders. Right now, once they are created, you can only clear them. This is really important.
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Alex Benitez commented
Agreed!!
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Chuckles (Instigator, RS User) commented
Agreed!
it would be awesome to be able to edit a reminder... Right now we have to clear the reminder and then re-create it. SLLLOOOOWWWW and inefficient.