HOW TO SET CASE REMINDERS

  1. From the case profile, click on the Reminders tab, then click the Add Reminder button.
  2. Fill in all necessary fields, and when complete, click on Save Changes.
    1. The due date is required, this is the due date of the reminder, and it is what the tickler will sort reminders by. The Notification day/time is when all parties marked as responsible the notification.