Reminders - Settings Notice Periods

Important: Reminders are linked to populated fields on PropWorx and calendars linked to the user profile. Pop-up reminders on sign in can be adjusted per user under the User settings (see Reminder User Settings)

To configure your reminders, follow these steps:

Step 1: Navigate to Settings → Reminders

Step 2: Click Edit in the top left to modify settings. When finished, click Save Changes.

Step 3: Under each reminder field, select how many days before the set date must the reminder appear on the pop-up reminder screen. 

Where to locate fields for pop-up reminders:

• Birthdays - contact Date of Birth Field

• Occupation Date - Rental Lease tab under Occupation Date

• Vacate Date - Rental Lease tab under Vacate Date

• Lease Escalation - Rental Lease tab under Lease Escalation Date

• Lease Expiry - Rental Lease tab under Lease Expiry Date

• Once-off Lease Renewals - Rental Lease tab under Lease Expiry Date

• Mandate Expiry Date - Rental or Sales Mandate tab under Mandate Expiry Date

• Repair Job Date - Rental or Sales Maintenance Tab access Maintenance Record then scroll to Contactor under Repair Job Date

• Inspection Date - Rental or Sales Inspection Tab access Inspection Record under Inspection  Date

• Days of Handover - Rental Legal Tab access Legal Record under Action Start Date

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