About the module
This module allows a simple setting of reminders for each record managed in the system – the system will send an organized and detailed email message, whenever the appropriate time for each reminder arrives, and will continue to send a summarized message at the beginning of each day with reminders to all the issues which are still “active” (those that have not yet been reported to have been carried out).
Example – say that in an “office rental” contract, the value in the “Deadline for option exercise” field is December 31:
- I can set a reminder for myself, for 60 days before this date (October 01)
- On the date of the reminder (October 01), the system will prepare an email message describing that the deadline for exercising the option is December 31, and will send it to me at 08:00 (if there are other reminders that I have not dealt with yet – they will be detailed in the same message).
- This message will continue to be sent once a day.
- If I prepared an “option exercise” letter and sent it to the lessor on October 03, and received a confirmation from him on October 12, I can “turn off” the reminder from the reminder management screen
As of October 13, I will no longer receive reminders for this topic (but I will continue to receive reminders for topics for which I have not reported implementation)
Setting reminders – intuitive and simple
The system allows you to simply set a reminder for each date type field in each record, with recipients and with a time range. Each record will have a clear indication that it has reminders (whether I set them or others)
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