Reminders Page
From the Reminders page, you can easily set a one-off or recurring reminder that will notify you on the day you set it by clicking on the ‘Add Reminder’ button. 🔔
Adding a contact means the reminder will show up in the contact’s timeline.
Contact Card
While on a contact’s profile, you can create a reminder by going to the ‘Actions’ drop-down.
Recurring Reminders
In addition to one-time reminders, reminders can also be recurring.- 🔁 Reminders can repeat every week, month, quarter, or year.
- 🔔 Receive an email and push notification on the date of each reminder.🔔
- 🤝 Used with keep-in-touch reminders, recurring reminders can make sure you never miss an important date
Where will I be reminded?
Where will I be reminded?
Based on your settings and timezone, Dex will send on the morning of your reminder:
- An email reminder
- A push notification
Where can I manage reminders?
Where can I manage reminders?
On the Dex website or mobile app, easily see upcoming reminders and mark them as complete through the reminders page.
What are the common reminders I can set?
What are the common reminders I can set?
- Reminder to send an email to check in about a fundraising
- Upcoming networking events
- Upcoming dates when someone will be in town
- Follow-up call
- Anniversaries
- Children’s birthdays
- Thank you emails