Entering a Basic Reminder or Meeting
You can enter a new Reminder in a few different ways:
- In the Reminders list, click the "New" button
- In the Contact List, select the contact you want to create a Reminder for, then click "Add to Contact" > "Reminder"
- In the Contact record of the person you want to make a reminder for, go to the History tab, then click "Add to Contact" > "Reminder"
When you create a new Reminder, Sumac first asks whether or not you want to create a Reminder that uses an Action Plan. For a Basic Reminder or Meeting, make sure "No Action Plan" is selected, then click OK.
Sumac presents you with the Reminder record where you can enter all the details of this Basic Reminder. It's important for you to make sure the following things are captured:
1) Identify the Contact this Reminder relates to, and the Assigned User who this Reminder belongs to. By default, Sumac will assign this Reminder to you, but if you're creating this reminder for someone else on your team, use the "Assigned User" drop-down menu to assign this to a different user instead.
2) Define the "What to Do" information, and any other Notes for this Reminder. The "What to Do" field indicates what needs to be done for this Reminder, and the "Notes" field allows you to gather additional background information, or details to keep in mind as you work on this task.
If the Reminder is related to an Event or Campaign, use the "Choose Event" or "Choose Campaign" buttons to link this.
3) Sumac presents two radio buttons for you to choose from: Reminder, or Meeting.
a) Choose "Reminder" for one-off tasks and to-do items. Sumac allows you to set a Bring forward date, on which it will remind you to complete this Reminder.
b) Choose "Meeting" if this Reminder represents a meeting, or a Reminder that has to be done at a specific time. Sumac allows you to set a Bring forward date, on which this meeting is scheduled to take place, as well as a Start Time, End Time, Location and Notification Time.
Notifications on Reminders allow Sumac to alert you that your meeting is approaching. This is great if you expect to be distracted as the meeting time approaches, or if you need a little extra nudge that the meeting is coming up. Use the Notification Time to specify how many minutes before the Start Time that Sumac should notify you of the upcoming meeting (e.g. 5 minutes).
Sumac provides a few options for Notifications:
- None - Sumac will not provide any additional notification
- Tell Me - Sumac will provide a pop-up message on your screen at the Notification Time
- Beep - Sumac will make a beeping noise at the Notification Time
- Email - Sumac will send an email to a user-defined email address at the Notification Time. This option is great if you expect to be away from your desk as the meeting approaches.
4) Click "OK" to save the Reminder.
If you created a Basic Reminder, Sumac will show you this Reminder in your Reminders List on the Bring Forward date.
If you created a Meeting, Sumac will block off this date and time in your Reminders Calendar, and will also show you this meeting in your Reminders List on the Bring Forward date.
Once you have completed the Reminder or Meeting, click the "Completed" checkbox. Sumac records the date you completed the reminder, then click "OK" to save this.
After a Reminder is marked as "Complete," Sumac removes it from your Reminders List.
Meetings that are marked as "Complete" will also appear in grey in the Reminders Calendar view.
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