Phone call reminders

1. When either creating or editing a phone call, users have the option to add a notification/reminder. This can be an immediate notification or on the due date.

2. There will be a reminder email with notes sent immediately after the call is created- if ‘notify immediately’ is ticked. Or on the ‘due date’ if ‘notify on due date’ is ticked.

3. Custom templates can be made for phone notifications and selected in settings -> company settings -> Mail template

The article on how to create an email template can be found here: 

https://app.thelayer.com/kb-public/LayerSystems/article/how-to-create-an-email-template

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Author: Eilidh Maclean-Morris