Create tickler for next action with constituent

I would like an option to create a "tickler" on a constituent record. For example, today i have a great call with a constituent and I need to set up another meeting in October. Can a notice/reminder be created that will pop-up on my "work" screen to contact that constituent at that specific time? We currently use NXT

  • Guest
  • Aug 17 2020
  • Attach files