Synergy's reminder feature aids in organization and time management.
Setting reminders involves the following steps:
- Select dates.
- Specify recipients.
- Detailed reminder descriptions.
Email notifications can be activated for timely alerts. Click the "Set Reminder" button at the bottom of the customer profile overview page. Choose the date of notification, set the reminder, and provide additional details in the description space. You can also choose to send an email for the reminder.