All Collections
Adapt Tips
Logging a Call back with Reminder
Logging a Call back with Reminder

How to create a reminder task and alarm for a follow up call.

Written by Jackie Read
Updated over a week ago

On occasion, you may need to book a follow up call or set a reminder to call a person back on a particular date. Select 'Log a phone call' from the ‘Activities’ menu of People, Companies and Jobs records or use the shortcut icon on the tool bar:

Enter the phone call details and set a Next Call
and Next Call Time (this will create a task for you). By ticking the ‘Set Alarm’ tick box, a pop-up reminder will be generated at that exact time and date. Select Confirm.

This is the reminder pop-up:

The event will now appear in your Reminders and Tasks:

Did this answer your question?