New Reminders

Does anyone have any tips on how to create a new reminder category? I need to remind people to send a thank you letter. I could only find reminders for email and phone call.

You can only use 'E' or 'H'

You can only use 'E' or 'H' or 'P' -- which are short for Email, Hard Copy, Phone Call. Check the settings under Key Options - Reminders & Pledges.

-rich

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