Set Reminders For Client Follow Ups
J
Jade Dormouse
Is there a feature or can you add a feature that will allow me to set a reminder to follow up with clients? Like set a reminder to follow up in one month or one week etc? Thanks!!
Chris Brisson
Thank you for posting, Jade Dormouse! I have a few more questions for you:
- What specific time intervals (e.g., daily, weekly, monthly) would be most useful for setting follow-up reminders?
- Would you like the reminders to be sent via text message, email, or both?
- Is there a preferred way you would like to be notified of these reminders (e.g., pop-up notification, email alert)?