Add reminder rule from the mobile application

Reminders can be added from the application. To add reminders, consider the following steps.

To get started

  • Login to the mobile application.
  • Go to    screen.
  • Click on Reminder Rule.

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The screen user lands on is the reminders overview screen where the user can have a look at all the reminders.

To add reminder rule

  • Click on icon on the top right corner of the screen.
  • Click on Add.

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    1. Select the Reseller from the list.
    2. Select the Company from the list.
    3. Select the Reminder Type from the list.

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    4. Select what the reminder is Based On from the list and accordingly enter the details.
    5. Select Object from the list on which the reminder will be set.
    6. Click on to activate one of the Action to select the outcome of reminder.
    7. Click on the Save icon.