Adding Reminders to Email Threads

Adding reminders to emails can help users remember to follow-up with customers, remind them when about deadlines, or that further action should be taken.

To Add a Reminder, users must Add a Note first. To do so, click on the Notes button at the top of the page. Once a note has been entered, users can type in the date (mm/dd/yyyy) or click on the calendar icon and select a date. On the date entered, the email will show as unread in the email list view, prompting you to read that email along with the accompanying note. When viewing the email note, a reminder icon will display with the date while the reminder is still active.

To Delete a Reminder, view the Note and click on the Cancel link next to the reminder. This will only delete the reminder and NOT the note.

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