Contact Renewal Reminders
Contact Renewal Reminders in Fleetio help you keep track of Contact-specific activities like license renewals, industry certifications, or other events applicable to individuals affiliated with your business.
Add Contact Renewal Reminders
1. Go to Contacts & Users > Contact List via the left sidebar menu, then click the name of the Contact in question
2. From the Contact Profile, select Renewal Reminders
3. Select + Add Contact Renewal Reminder (1), or click the More Actions button (2) for an available Renewal Type and select New Contact Renewal Reminder:
Contact Renewal Details
The Renewal Type will pre-fill for a new entry made via the More Actions menu. For a NEW Reminder, enter the form details including Renewal Type (1), Due Date (2), Due Soon Threshold (3), Email Notifications (4), and Subscribers (5) to receive these notifications. Click Save (6) when complete.
Editing or Deleting a Reminder
The More Actions menu for an existing Contact Renewal Reminder includes additional options: Send Notifications, Edit, and Delete.
Resolving an "Overdue" or "Due Soon" Reminder
To resolve/renew a Contact Renewal Reminder, simply Edit the reminder and update the Due Date.
Contact Renewal Reminder Reports
A Contact Renewal Reminders report is available from the Reports section, via the left sidebar menu.
Use Filters (1) to narrow your results by Type, Status or other relevant criteria. Customize your report by selecting Columns to display (2), and click any column header to Sort (3). Use the arrow buttons (4) to advance pages, or click the buttons to Export to CSV (5) or Print (6).