Creating Reminders
You can create and assign reminders to team members and yourself using the Reminders/Ticketing feature in Compass-360.
General Reminders
- Open the Reminders / Ticketing module from with Compass.
- Select Add Reminder.
- Enter the appropriate details for the reminder.
Fields
Is linked to
Select the activity or record that this reminder is linked to is applicable.
Select Email Asset
Assign a specific email asset that you have created to be used as the reminder email. Here is the default template for a reminder.
Assigned to
Who should receive the reminder. This is based on user ID and the email associated with that ID.
Type
Set the type of reminder if applicable.
Target
The date the task is due.
Expires on
When this reminder will expire.
Tickle on
When to send the reminder.
Tickled
Leave set to false.
Status
Set the appropriate status. This will appear in the reminder email.
Priority
Set the priority level. This will appear in the reminder email.
Visible on Calendar
Instruct Compass to make this reminder visible to team members on the internal; Compass calendar.
Additional linkage
Assign an additional linkage to this reminder is applicable. An example would be a primary link to an event record and an additional linkage to a constituent record (guest at the event).
Explanation
The content to be displayed in the reminder.
Activity Thread
Any notes that have been added to this reminder by team members will appear here for context.