> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Reminders

# Reminders

Set reminders on any CRM entity (contacts, companies, leads) to never miss a follow-up or important date.

## What are Reminders?

Reminders are notifications for important dates and tasks. Set a reminder and get notified (email, in-app, or both) when it's time to take action.

## Why Use Reminders?

**Benefits:**
- **Never Miss Follow-ups**: Automatic reminders
- **Stay Organized**: Track important dates
- **Improve Relationships**: Timely follow-ups
- **Increase Conversions**: Follow up on leads promptly

## Setting a Reminder

### Quick Create

1. **Open Record**: Go to contact, company, or lead
2. **Click "Set Reminder"**: Reminder button
3. **Configure Reminder**:
   - **Date & Time**: When to be reminded
   - **Type**: Call, email, meeting, etc.
   - **Description**: What to do
   - **Notify**: Email, in-app, or both
4. **Save**: Reminder created

### Reminder Types

**Common Types:**
- **Call**: Follow-up call
- **Email**: Send email
- **Meeting**: Schedule meeting
- **Follow-up**: General follow-up
- **Contract Renewal**: Renewal date
- **Payment Due**: Payment reminder
- **Custom**: Your own reminder type

## Reminder Configuration

### Date & Time

Set when to be reminded:
- **Date**: Select date
- **Time**: Select time (optional)
- **Timezone**: Uses your profile timezone

### Description

What to do:
- **Clear Description**: "Call to discuss proposal"
- **Include Context**: "Follow up on Q4 project"
- **Action Items**: "Send contract renewal"

### Notification Methods

Choose how to be notified:
- **Email**: Receive email reminder
- **In-App**: See notification in app
- **Both**: Email and in-app

## Viewing Reminders

### From Record

1. **Open Record**: Contact, company, or lead
2. **Reminders Tab**: See all reminders for record
3. **View Details**: Click reminder to see details
4. **Edit/Delete**: Manage reminders

### All Reminders

View all your reminders:
1. Go to **Dashboard** or **Reminders** (if available)
2. See upcoming reminders
3. Filter by date, type, entity
4. Manage reminders

## Managing Reminders

### Editing Reminders

1. **Open Reminder**: Click reminder
2. **Click "Edit"**: Edit button
3. **Make Changes**: Update date, time, description
4. **Save**: Changes saved

### Completing Reminders

Mark reminder as done:
1. **Open Reminder**: Click reminder
2. **Click "Complete"**: Mark complete
3. **Reminder Archived**: Moved to completed
4. **Add Notes**: Optional completion notes

### Deleting Reminders

Remove reminder:
1. **Open Reminder**: Click reminder
2. **Click "Delete"**: Delete button
3. **Confirm**: Confirm deletion
4. **Reminder Removed**: Permanently deleted

## Recurring Reminders

Set reminders that repeat:

1. **Create Reminder**: Set up reminder
2. **Enable Recurring**: Toggle recurring
3. **Set Frequency**:
   - Daily
   - Weekly
   - Monthly
   - Yearly
   - Custom interval
4. **Set End Date**: When to stop (optional)
5. **Save**: Recurring reminder created

**Use Cases:**
- Weekly check-ins
- Monthly reviews
- Annual renewals
- Regular follow-ups

## Reminder Notifications

### Email Reminders

Receive email when reminder is due:
- **Subject**: Reminder description
- **Content**: Record details and reminder info
- **Action Links**: Quick links to record

### In-App Reminders

See notification in app:
- **Notification Bell**: Top navigation
- **Reminder List**: All upcoming reminders
- **Click to View**: Open record from notification

### Notification Timing

Reminders sent:
- **On Time**: At the set date/time
- **Before**: Can set advance notice (e.g., 1 day before)
- **Multiple**: Can set multiple reminders for same event

## Best Practices

1. **Set Immediately**: Set reminders right after interactions
2. **Be Specific**: Clear descriptions of what to do
3. **Use Types**: Categorize reminders by type
4. **Set Advance Notice**: Remind before important dates
5. **Complete Promptly**: Mark done when completed
6. **Review Regularly**: Check upcoming reminders
7. **Use Recurring**: For regular tasks

## Common Reminder Scenarios

### Follow-Up Call

**Setup:**
1. After meeting with contact
2. Set reminder for 2 days later
3. Type: "Call"
4. Description: "Follow up on proposal discussion"
5. Notify: Email + In-app

### Contract Renewal

**Setup:**
1. On company record
2. Set reminder for renewal date
3. Type: "Contract Renewal"
4. Description: "Renew annual contract with [Company]"
5. Recurring: Yearly
6. Notify: Email

### Lead Follow-Up

**Setup:**
1. On lead record
2. Set reminder for next day
3. Type: "Follow-up"
4. Description: "Call lead about proposal"
5. Notify: In-app

### Payment Follow-Up

**Setup:**
1. On invoice/company
2. Set reminder for due date
3. Type: "Payment Due"
4. Description: "Follow up on invoice payment"
5. Notify: Email

## Integration with Other Modules

Reminders work with:
- **Contacts**: Set reminders on contacts
- **Companies**: Set reminders on companies
- **Leads**: Set reminders on leads
- **Invoices**: Payment reminders
- **Projects**: Project milestone reminders
- **Any Entity**: Most modules support reminders

## Troubleshooting

**Reminder not sending?**
- Check SMTP settings configured
- Verify notification preferences
- Check reminder date/time is correct
- Test email connection

**Can't create reminder?**
- Verify you have permission
- Check required fields filled
- Try refreshing page
- Check date is in future

**Reminder sent at wrong time?**
- Check timezone settings
- Verify reminder time
- Check notification preferences
- Review reminder configuration

For more help, see [Common Issues](../troubleshooting/common-issues.md).

## Next Steps

- [Managing Contacts](https://help.swellsystem.com/en/article/managing-contacts-mzfqpe/) - Set reminders on contacts
- [Managing Companies](https://help.swellsystem.com/en/article/managing-companies-bt8d7d/) - Set reminders on companies
- [Leads Pipeline](https://help.swellsystem.com/en/article/leads-pipeline-19ebzi1/) - Set reminders on leads