I was wondering if anyone was aware of some sort of reminder tool in Procentive. What im looking for is an option to make a note on a service line so that I can be reminded once the payment comes in I have a task to complete. I know if I click on the pink note by a payment in the payment module a box comes up and you can enter something in the field and type in "date of next action" but how are you reminded of the next date? Is there something I need to turn on in the settings so I get these reminders?
Do you use something else in your office as a reminder/task list? Looking for suggestions.
Customer support service by UserEcho