Adding reminders in contact templates
From Planfix
You can add reminders in contact templates:
- Create a new contact template or edit an existing one.
- Click the "add reminder" icon:
- This takes you to the standard interface for adding reminders.
- Save the contact template.
We now have a contact template with a reminder. Now, the reminder will be added to all new contacts created using this template:
Please note
Reminders attached to an existing template will not appear in contacts previously created using the template.