Contact Renewal Reminders
Contact Renewal Reminders in Fleetio have similar functionality to Vehicle Renewal Reminders, but are designed for Contact-specific activities like license renewals, certifications, or other events applicable to individuals affiliated with your business.
Customized Contact Renewal Types can be setup and managed from the Settings area by users with the "Manage Account Settings" permission.
Adding Contact Renewal Reminders
- 1 To add a Contact Reminder, go to your Contacts list and click the name of the Contact for whom you are adding the reminder
- 2 From the Contact's profile, select Reminders
- 3 Select + Add Contact Renewal Reminder
- 4 Complete the Reminder form and click Save Contact Renewal Reminder
Editing or Deleting a Reminder
To edit or delete an existing Contact Renewal Reminder, click in the Actions menu for the applicable reminder.
Resolving an "Overdue" or "Due Soon" Reminder
To resolve/renew a Contact Renewal Reminder, simply edit the reminder and update the next due date.
Reporting on Reminders
A Contact Renewal Reminders report is available from the "Reports" area of Fleetio.
Utilize filters to narrow down your Contact Renewal Reminders by their Renewal Type, Status or other important criteria