|
|
|
|
|
The first step to setting up all types of reminders is to make sure you have a letter template available to use. Each type of reminder is based on a specific type of data - assignments, interviews, trainings, certifications or people. Before you set up the rules, you need a letter template based on that type of data that can be used.
VSys comes with at least one template for each of these types of reminders which you can customize or use as a starting point. Select Letter templates from the Letters/e-mails panel. Then use the Load built-in templates link to load any built-in reminder templates that you haven't already loaded:
Note VSys will strip out all formatting and images from SMS notifications as they're merged.