Add a reminder to a person or entity

Not all reminders can be linked to documents or other data. That is why it is possible to add a free text reminder to a specific person or entity.

How it works:

Go to entity or person to whom the reminder applies and select 'Reminders' in the side bar. Click on 'Add reminder' to create a new reminder. 

Free text reminders are fully customizable: choose an appropriate title, select the alert date and add notes to provide additional information. 

At the bottom of the window, you will be able to indicate who needs to receive the reminder (Tip: work with user groups).