DEALERSIP User Manual

Reminders can be added while creating a new activity or editing an existing one. To enable a reminder, select Yes in the Reminder dropdown menu. Choosing "Yes" will display additional fields to configure the reminder settings in detail. Below is an explanation of each field:

• Reminder: Choose "Yes" if you want to be reminded of this activity.
• Start Time: The reminder will be triggered on the date set in the Start Time field. The exact time of the reminder will depend on the settings selected in "Days Before or After" and "When".
• Days Before or After: Determines when the reminder should be sent in relation to the due date. For example, if you choose "1 day before," a reminder will be sent one day before the activity's start time.
• When: Sets the specific timing of the reminder relative to the start time. Options include "On Time," "5 minutes before," "1 hour before," etc. For instance, if you choose "1 hour before," the reminder will be sent exactly one hour before the set start time.
• Repeat: Choose "Yes" if this activity should have recurring reminders.
  • Repeat Type: Select the frequency of the recurrence, such as daily, weekly, or monthly.
  • Repeat Interval: Define the interval for the recurrence. For example, setting this to "2" with a daily frequency will repeat the reminder every two days.
  • Repeat Until: Specify the end date for the recurring reminders. Reminders will continue until this date.

Note: If the Start Time is set in the past, the reminder will not trigger. The system does not prevent you from entering a past date in the Start Time field.