Skip to main content
Mitratech Success Center

How to set-up various Reminders within CMO

 

How to set-up Reminders under Business Rules within CMO

How to set-up various Reminders within CMO

Please note this functionality is only available for an Admin User of CMO. 

Go to Admin - Business Rules - CogWheel - RemindersReminders 02.png

A Pop up appears where you can set Reminders

Reminders 03.png

Click on Add and you will be able to add an e-mail reminder by customing and sending an e-mail: 

Reminder 04.png

Select Send to and change it to 'Parties Involved' and click Save

Reminder 05.png

Once you have completed the e-mail you can click save

Reminder 06.png

Video below: 

Here is the video

  • Was this article helpful?