Add a Reminder
A reminder can be used to follow up with a donor for a specific purpose, such as a pending pledge, a declined credit card or a planned outreach. It helps ensure timely communication and keeps important follow-ups from being overlooked, allowing you to manage donor interactions in an organized and consistent way.
To add a reminder:
Click the Actions button in the top-right corner of the donor card.
Add a Title to the reminder (e.g., “Call @ declined Credit Card”).
Assign the reminder to a user using the Assignee field.
The assigned user will see the reminder in their Reminders tab and can be notified via text or email, ensuring they stay informed and take action on it.
The reminder will automatically be linked to the donor for whom it is being created.
Optionally, link the reminder to a specific payment or pledge.
Set the Date for the reminder to trigger.
Choose the Occurrence in the repeat field (e.g., daily, weekly etc.).
A new reminder is created each time according to the schedule, even if the previous reminder hasn’t been completed.
Select whether to receive the notification via Text or Email.
Click Save to create the reminder.
PLEASE NOTE:
The reminder will be visible only to the designated assignee.
Reminders are for internal use only and do not notify the donor.
The reminder will now appear in the Reminders tab within the donor card, where it can be easily viewed and managed.
If a reminder is linked to a specific payment or pledge, it will appear in the corresponding payment or pledge card.
To manage a Reminder:
You can easily manage and update your reminders by following these steps:
Click the small arrow on the far right of the reminder entry.
A panel will open on the right side of the screen, showing the reminder's details.
Review all reminder details.
Edit the reminder as needed.
Update the assignee, adjust the time or occurrence, and add a note or comment for additional context.
Delete the reminder using the trash icon at the top of the window.
To stop a reminder from recurring, select End Recurring.
Mark the reminder Complete once the issue is resolved and the reminder is no longer needed.
Reminders can also be managed in the Notifications category, under the Reminders tab.
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