Note: To view action reminders on your Home page, refer to How to display action reminders on the Home page.

    For more information about Outlook reminders, review How to create an Outlook appointment from an action record.

    • Add a new action or open an existing action
    • On the General tab, mark the Auto-Remind checkbox and click Notify.
    • Use the arrows to move names into the Notify these users frame and select to notify using these options: Raiser's Edge reminders, Outlook Appointments, or Both.
    • Click OK to return to the action record. Set the reminder for a designated number of days, weeks, or months before the action date. 
    • Click Save and Close