Reminders and action items often can go on for years.
Annual inspections or maintenance, insurance policies, and supplier contracts will all have a due date and then once completed, will need to be pushed out to a new reminder date. Rather than have to enter in a new reminder, we have designed our system so you can easily change the date of existing reminders and re-set them.
When a reminder is re-set, the system will send out a new iCalendar request to all people who were included as well as new email notifications. I have included screenshots of how the process works. I think you will find it is very user friendly.
On the far right hand side of your screen when in “Active Reminders” you will see a button that says “Renew.” Select the reminder/ action you would like to renew and click the corresponding button.
When you click the button, a box will appear where you can update the dates for your reminder.
Inception Date: it can be the date you changed the reminder or you can leave it as is.
Expiration Date: this is the date the contract or reminder expires. Note: this is not the date you want the RenewAlert system to send you the reminder, this is the actual date the reminder will be due or will expire.
Once this is completed, click the button “renew reminder” and you are done. Everything from the previous reminder will carry over to the new Expiration Date. The same email addresses, notes, and reminder period will all apply to the new date.
Posted: September 7, 2016 by renewalert Leave a Comment
Details Matter
With any business, its not the big things that separate us from the competition, its how we manage the little things. From the little things, the culture of a business is born. Its a way of doing things. Its a standard. Individually the details seem insignificant, but combined they become a force.
Posted: August 30, 2016 by renewalert Leave a Comment
RenewAlert Video Demo
This video runs about 4 minutes. It shows how the RenewAlert cloud based Contract Management system works. Our system is easy to use, reasonably priced, and subscription based so you do not need to speak with a sales person or sign any long term contracts. Our system also includes the tracking of multiple categories, not just contracts. Assets, time sensitive tasks, compliance, and sales follow up reminders are just a few areas our users earn a significant ROI on this system.
Businesses do not succeed just by doing the big things, they succeed by doing the small things as well.
Posted: August 19, 2016 by renewalert Leave a Comment
Video: Add a new reminder
Posted: June 8, 2016 by renewalert Leave a Comment
TIP: Renew reminders easily…
Reminders and action items often can go on for years.
Annual inspections or maintenance, insurance policies, and supplier contracts will all have a due date and then once completed, will need to be pushed out to a new reminder date. Rather than have to enter in a new reminder, we have designed our system so you can easily change the date of existing reminders and re-set them.
When a reminder is re-set, the system will send out a new iCalendar request to all people who were included as well as new email notifications. I have included screenshots of how the process works. I think you will find it is very user friendly.
On the far right hand side of your screen when in “Active Reminders” you will see a button that says “Renew.” Select the reminder/ action you would like to renew and click the corresponding button.
When you click the button, a box will appear where you can update the dates for your reminder.
Inception Date: it can be the date you changed the reminder or you can leave it as is.
Expiration Date: this is the date the contract or reminder expires. Note: this is not the date you want the RenewAlert system to send you the reminder, this is the actual date the reminder will be due or will expire.
Once this is completed, click the button “renew reminder” and you are done. Everything from the previous reminder will carry over to the new Expiration Date. The same email addresses, notes, and reminder period will all apply to the new date.
Posted: June 8, 2016 by renewalert Leave a Comment
TIP: Search Feature
On the top right corner of the Dashboard and Active Reminders screens, there is a box that allows you to search for key words in all of your reminders.
In this box, the system will search all reminders for any word you enter. All reminders with that word or phrase will be pulled for you to view. For example, if you did not remember the name of the company who manages the coffee service in your office, you can enter in “coffee” in the search feature and any reminders with that word will populate.
The box to the left hand side of the search text box is a drop down where you can change the scope of the search from “active” to “all” (active, disabled, and expired reminders), “disabled” (disabled only), “expired” (expired only). Back to the coffee example, if your current supplier was not meeting your expectations and you wanted to see who the old supplier was prior to the new one, you would click either “all” or “expired” in the drop down to search old reminders that were closed out.
The “Advanced” tab on the far right offers additional search features should you need them.
The design and ultimate benefit to the user here is a search field that makes it very easy to locate contracts and reminders with limited information.
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