A reminder consists of a message to users, to remind them when certain things happen in Microbizz, e.g. to a company or person.

In this section, by clicking on "Create new" in REMINDER > CREATE, you are able to create a new reminder:

In order to create a new reminder, there are various information required:

  • Reminder: The title of the reminder
  • Description: A description for the reminder
  • Allocate to...: Choose a user you want to allocate the reminder to
  • Date: The date for the reminder
  • Time: The time for the reminder
  • Repeat: See the description of repetitions
  • Remind via: Choose one of the following ways to remind users with:
    • Pop up window
    • Email
    • Text message
    • Message
  • Link...: Choose an object to link the reminder to:
    • (none)
    • Company
    • Person
    • Task
    • Unit

When you are done, you can press either the Save - or the Save and create new button.