Reminders being able to add notes and set new reminder from dashboard
Currently we can add notes and tick the reminder as complete frome th dashbaord however we then have to go into the contact to set a new reminder. it would be good if the option to set a new reminder was included from the dashboard screen that would be applied to the client
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Anonymous
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Hey there,
Thanks for your feedback!
This is something you can already do in Rex.
To add reminder on the fly, just click on the Plus symbol next to the search bar, then click on ‘Add Reminder’ down the bottom of that popup.
If you have further questions on how to do this, just get in contact with Rex Support.