Creating Reminder Types

Reminders are used to alert you to customers' service and maintenance needs. 

  1. Click Setup >> User Options >> Reminder Types.
  2. Enter a Reminder Name >> click Update.
    • Example: Oil Change, Air Filter, Timing Belt Service.

  1. A pop-up box will appear >> click OK.
  • Note: All existing Reminder Types will show in the Customer Relationship Manager drop-down list.

Reminder Types can be assigned to customers' vehicles on the Work screen. See Using Reminders.