Creating Reminders from Job

Description:

A user has highlighted the limitation in creating job-specific reminders. Currently, reminders linked to jobs are only generated if preset in the Job Type Template. For additional, custom reminders for a specific job, users must manually set them up via the Contact, which does not link or pull information from the Job, but only from the Contact.

Details:

• Current Limitation: Inability to create job-specific reminders outside of the Job Type Template.

• Proposed Solution: Enable the creation of additional reminders directly from the Job interface.

• Specific Need: Often services fit multiple job types, but only one can be assigned, necessitating manual setup of reminders that lack job-based placeholders.

Benefits:

• Flexibility: Allows for more tailored reminder setups for specific jobs.

• Efficiency: Reduces manual effort in setting up reminders and ensures relevant job information is included.

• Improved Functionality: Enhances the utility of reminders by linking them directly to job details.