How to Create Reminders

You can create reminders for yourself or your team members using the key dates within Felix. These reminders can be configured to trigger on, before, or after the specified key date, or you can set a precise date for the reminder.

Watch the video below to understand the process of generating reminders through the utilisation of key dates.

To create a reminder:

1. Navigate to Contracts from the main menu.
2. Locate the contract you want to add a key date by using the quick search or filters.
3. Click on the Contract Number. You will be directed to the Summary tab of the contract.
   
   
4. Go to the Reminders tab.
5. Click the Create reminder button.
   
   
6. Update the following fields:
   • Reminder description - Enter details for the reminder.
   • Recipient - Select from the dropdown to assign the reminder to your team members or yourself.
   • Timing - Set the reminder date by selecting from the options:
     • Specific date - Click the calendar icon to select a specific date.
     • Date relative to a key date - Set the reminder date of a specific key date in Days, Weeks or Months whether On, Before or After the key date specified.
7. Click Save. If you want to add another reminder, click Save and add another button and repeat step 6.
   
   
8. To delete a reminder, click the trash bin icon.
   
   

• If the reminder is set relative to a key date, you will see a checkmark that a reminder is connected to a key date under the Reminder connected column in the Key Dates tab.

• Any connected reminders will not be deleted if their key dates have been deleted.