You can use different types of reminders. Under Reminder data, you always enter a reminder note that clearly describes the reminder and addresses the reminder to a single person, several people or groups. You can also combine persons and groups.
The following reminders are available:
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Task: use this reminder type to send yourself, another person or even different people and groups a reminder by e-mail at a specific time.
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Simple renewal: use this reminder type to quickly create a reminder with an automatically calculated deadline. Enter the term and the unit of the renewal. The end of the renewal and the reminder date are calculated automatically.
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Recurring renewal: use this reminder type if a contract is always to be extended by a certain period of time over a longer period, e.g. 5 years. The recurring (rolling) reminder is calculated automatically based on the data for the total term and the term renewal. As soon as a reminder has been marked as completed, the reminder for the next deadline is calculated automatically. The process is repeated until the contract has reached the total term.
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Termination: use this reminder type if a contract is to be terminated after a certain term. The termination date is calculated automatically based on the term and the unit of the notice period (e.g. month, year) as well as the reminder date. If a contract does not have an end date, you can also select the termination frequency (e.g. end of month, end of quarter). The termination date and the reminder date are calculated accordingly.
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Guarantee: use this reminder type if you want to keep an eye on guarantee periods for a renewal, for example.