Adding a customer to a Reminder is easy. You add customers one at a time or in bulk using the Reminder Reassignment Tool. To add customers one at a time

Add Customers One-at-a-time:

Step 1: Go to the client record, scroll down to Reminder box and select "change"
Step 2: From the popup, select the Reminder you would like this client to.
Step 3: Save.

Once the client is assigned to a Reminder, you will be able to view the Reminder schedule to be sent in each Reminder state.

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