RedView provides powerful functionality to automatically remind users when follow up is due for an enquiry.
The reminder is set for the enquiry follow up due date. When used, a notification will be sent to the person assigned to the enquiry at the period of time before the follow up due date/time. The reminder period may also be set to None, in which case no reminder will be sent.
A system setting defines the default reminder period to be used when a new enquiry is created. The user may override this default for the specific enquiry as they see fit.
A second system setting then defines how overdue dates are reminded upon. For example, if this setting is set to 1 day, an reminder will be sent every day until the enquiry follow up is no longer overdue.
Reminder are delivered as actionable messages. The user can enter follow up details, revise the due date or assign the enquiry to another person from within the message itself.
If the user assistant feature is being used, the reminder will also be sent to the user that has been designated as the assignee's assistant.
A paper providing more details on reminders and managing due dates is available here. If you need assistance with the new functionality please do not hesitate to contact us.
The RedView Team