Communicate Reminders

As Clients send you important messages, it is important to be able to create action items or reminders if any messages or files need more attention at a later time.

Communicate includes a Remind Me feature where you can can remind yourself outside of creating a task to review the message.

How to use Remind Me in Communicate

  • Hover over any Communicate message and select the kabab (vertical "...") and select "remind me."
    • Choose to receive the reminder in an hour, tomorrow morning, or next week.

  • Any Communicate message with a reminder will have a confirmation message below the message.
    • You can change or delete the reminder at any time.

  • Reminders can be set while using the Communicate Mobile App as well.
    • Select and hold any message to select "remind me" to receive the same options.

  • Reminders will be sent as a direct message from "Smokeball Bot."
    • From any Reminder, you can jump to view the original message.

  • From any message, select "back to you" to jump back to your direct message from the Smokeball Bot.

  • Communicate Reminders are sent via the Communicate Mobile app as well.

 
 
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