A reminder shows inside VOBIX: on the lead's card, on Today, and as a number beside Today in the menu. Nothing is emailed or texted.
Set a reminder on a lead
- Open the lead's card.
- Under Reminders, type what to be reminded of in Remind me to.
- Choose the Day.
- Choose a Time, or leave it empty for 9:00 AM.
- Owners and office staff can choose who it is For. That person is told under Notifications.
- Press Set reminder.
Finish or move a reminder
- Done finishes it. Open again undoes that.
- Snooze moves it: In 3 hours, Tomorrow morning or Next week.
The Today page
Open Today. Your reminders are in order: Overdue, Later today, The next 7 days, After that. Press a lead's name to open its card.
To remind yourself of something that is not about a lead, use Add a reminder for yourself at the bottom. Only you see it.
Good to know
- Times are in your business's time zone, whatever device you are on. You set it in Business settings.
- Tomorrow means tomorrow morning. If you are still up after midnight, "Tomorrow morning" is the morning that is about to start.
- The number in the menu is the reminders that need you today: overdue ones and the ones due later today.
- Reminders on sample leads are never counted.
- A reminder on a lead in the trash leaves your Today page. Restore the lead and it is back.