Reminders

Reminders are a utility to assist in work flow. Reminders can be attached to a variety of objects – constituent records, donations, clients, sponsorships, etc.

The LNP allows users to control the visibility of the reminders. They can be visible to all users, a set of users, or just the person creating the reminder.

Sample reminder attached to a People record

In addition, the LNP supports a variety of recurring options.

Recurring options

 

The user can also add follow-up notes to a reminder:

Follow-up notes