A Customer Contact May Trigger Reminders

If you want the system to remind you (via a To Do entry) about a customer-related issue, you can set up a "reminder" on a customer contact. To do this, follow these steps:

• Determine if you need a new customer contact or if you can reuse one that already exists. If you need a new customer contact, use any of the "online methods" described under How Customer Contacts Are Created.
• Refer to the embedded help on the Customer Contact Reminders zone on the Customer Contact portal for more information about using reminders.