RangerMSP Business Automation for successful ITs


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September 3rd, 2018, 06:10 AM
Support Team
 
Posts: 7,514
You can now instantly schedule and attach a private reminder to anything!

  • Want to follow up on a lead in 14 days?
  • Need to check something with a specific Charge at the end of the month?
  • Want to be reminded to review a Ticket in 3 days?
  • Need to attach a private note to an Account? Contact? Asset?
  • You can now easily add a private note with an optional reminder to almost any entity in RangerMSP – Accounts, Tickets, Charges, Assets, Quotes, Sales Opportunities and more.

These reminder notes are private so only you see them. You can easily schedule the note to pop a reminder within RangerMSP app, and also to be emailed to you (using the Alerts to Employees module on a specific time!






Enjoy!
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