To support your sales & service activities ServiceSight incorporates a comprehensive reminder system. This enables you to create reminders for making phone calls, holding meetings, sending out quotes or any other activity, either customer related or simply something you need to do internally. Each reminder can have an alert associated with it and can be assigned to other users on the system.

Main Features of Reminders

• Create a new message about this reminder
• Create an automatic follow up to this reminder
• Mark this reminder as done
• Reactivate a completed reminder
• View full customer & contact details including a link off to the customer & contact record screens
• View warning notes about the customer selected
• Access Help about using reminders on ServiceSight

General Tab

• Unlimited user-definable reminder types
• Ability to create reminders for other users
• Set priorties on reminders
• Two User Defined Reference fields
• Free text description field
• Set reminder with date & time

Notes Tab

• Unlimited free text notes about this reminder