Managing contact types

Overview Contact types allows you to categorize contacts. By default, there are four types configured when you signed up: vendor, customer, employee and other. You can add to this list as many as needed. Adding contact types To add a contact type, follow these steps: Step 1: On the top menu, click on Your Account -> […]

Read More

Importing contacts

Overview Besides inputting contacts manually, Expiration Reminder support importing contacts from an Excel spreadsheet, from a CSV file or from an XML file. You can also import contacts as simple as just importing the name and the email address or you can go all the way and import extra fields like mobile phone, time zone, etc. Importing contacts […]

Read More

Setting up contacts to receive SMS

Overview As part of any paid plan in Expiration Reminder, you can SMS or mobile notifications to users as needed. The same as with email notifications, SMS notifications can be edited to have the content required. Setting up contacts to receive SMS To have a contact receive SMS message, you just need to enter their […]

Read More

Adding custom fields to contacts

Overview Expiration Reminder allows you to add custom fields to contacts for saving extra information that isn’t available by default. You can add as many as 10 custom fields to contacts. Adding custom fields To add custom fields to contacts follow these steps: Step 1: On top menu go to Your Account -> Manage. Step […]

Read More

Editing a contact

Overview You can edit a contact at any time to change any of their information. Editing a contact To edit a contact follow these steps: Step 1: Click on Contacts on the top menu. Step 2: Click on the contact that needs to be edited. Step 3: Change the information as needed. Step 4: Click […]

Read More

Deleting a contact

Overview Contacts on Expiration Reminder aren’t deleted but deactivated. A deactivated contact doesn’t receive any notifications and you always reactivate a contact at any time. Deactivating a contact To deactivate a contact follow these steps: Step 1: Click on Contacts on the top menu. Step 2: Click on the contact that needs to be deleted. Step 3: Tick the […]

Read More

Adding a contact

Overview Contacts are used in Expiration Reminder to receive notifications. They cannot login into the system but can receive emails and SMS reminders. Adding a contact To add a contact follow these steps: Step 1: Go to Contacts on the top menu. Step 2: Click on Add a new Contact. Step 3: Enter a name for […]

Read More

Who can be a contact?

Overview Contacts are used in Expiration Reminder to send notifications about items. You can configure as many contacts as needed in the system. There’s no limit on any plan. Who can be a contact Anyone that needs to receive a notification about an expiration item can be a contact. This includes: Employees Contractors Customers Vendors […]

Read More