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This related item is used to define reminder emails to be sent at defined intervals based on the Date of Action for the related Significant Event.
Menu path: RME > System > Email Templates (Search) > Email Templates > Reminders
Once you save an email template, you can add reminders to be sent at scheduled times based on the Date of Action for the related Significant Event.
• You can add more than one reminder email for a Significant Event, and can even send more than one on the same day, for example, to send two emails to different recipients.
• Reminder emails are retained when the Significant Event is recurring, copied, cloned or included in batch processing
1. In the Email Template page, go to the Reminder related item.
2. At the far right of the related item, click Add.
3. Complete the fields, using the table below as a guide.
4. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button. The system will calculate the scheduled date for the email based on these settings and Date of Action for the Significant Event. If the Significant Event Date of Action is changed, the scheduled date of all scheduled emails will be recalculated.
Default Field Label (in layout order) |
Description |
Reminder |
Number of days the reminder should be sent either before or after the event's Date of Action (before or after is selected in the Days field that follows) In the grid listing reminder emails, this value will be displayed in the column labelled "Offset Days". |
Days |
Mandatory Indicates when the reminder will be sent from the number of days specified in the Reminder field from event's Date of Action, either before or after |
Module |
Read only Displays the relevant module for the selected template |
Template * |
Mandatory Email template for which you want to create a reminder |
You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Email Templates.
Product Key: Modules - Core
Page ID: EMT002.htm