Reminders
How to use an Action Plan in Reminders
Action Plan Overview An Action Plan provides a checklist of steps within a pre-configured series of steps that need to be carried out. This type of Reminder can be seen as progressing through, and checking off, items in the action plan as they are ...
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 ...
Reminders Overview
General Overview The Reminders area provides a central calendar and task list for you and your users. It is designed to assist you in managing and planning any activities with the contacts in your Sumac database so you can stay on top of your to-do ...