Home → Membership → Reminders → Overview
10.1. Overview
The Reminders page simplifies the creation, viewing and management of both ad hoc and recurring reminders. Reminders can be easily marked as complete, amended with notes, or deleted as needed.
You can set reminders against specific users (e.g., Membership or Prospect Reps) or globally, and apply a priority level:
- High (red)
- Medium (orange)
- Low (yellow)
Reminder Schedules
Reminder Schedules can be generated for both Membership records and Prospect Centre records.
Membership Reminder Schedules
These work similarly to the existing Membership Comms feature and can be based on:
- Date Joined
- Date Renewal
Examples include creating reminders at 3, 6, or 9 months into a membership for check-in calls or follow-ups.
Prospect Reminder Schedules
These are based on the number of days a prospect has remained within a particular Prospect Status.
For example:
- A Medium priority reminder after a prospect has been in “Follow Up” for 3 days
- A High priority reminder after 7 days in the same status
Managing Individual Reminders
Each reminder can be:
- Ticked to mark it as complete (records who completed it)
- Amended to add notes
- Deleted if no longer needed
Reminders linked to a primary record will also appear on a dedicated Reminders page within that record.
Reminders Page Structure
- The Reminders page contains six key sections:
- My Reminders – Reminders assigned to you for today
- Global Reminders – Reminders set globally for today
- All Reminders – All reminders for today, including others
- Missed Reminders – Reminders from previous days that are not yet completed
- Past Reminders – Searchable list of completed reminders
- Reminder Schedule – Access to:
- Membership Reminder Schedules
- Prospect Reminder Schedules
Both schedule types show all schedules that have been created.