Setting Action Item Email Reminders
Setting Action Item Email Reminders
Automatic email reminder options can be set up to send scheduled emails to the owner of the Action Item and, if appropriate, to delegate the Action Item.
Select Setup > Portfolio Management. If you are using universal navigation, click Associations > Setup > Portfolio Management.
In the Automatic Email Reminder Options section of the Global Options screen, complete the following:
Send Overdue Action Item Reminder Emails:
Select the checkbox to send reminder emails to the person assigned to an Action Item that is past due.
Select the frequency at which to send reminders.
Send Missing Management Plan Reminder Emails:
Select the checkbox to send reminder emails to the property manager regarding associations that do not have management plans created.
Select the frequency at which to send reminders.
Send PM Outstanding Board Item List via Email:
Select the checkbox to send reminder emails regarding outstanding board items to the property manager designated on the Association Information screen.
Select the frequency at which to send reminders.
Click Save.