Customer Notes with Reminders

You can have the system send you a reminder email with your specific customer notes on a date specified by you.

You would avail of this feature if for example, you needed to manually perform a one time action, say take a payment manually on a particular date and you need the system to remind you of it. Once set up, on the specified date, the email is sent to all ids listed under the Billing Administration email list. [System>>Email Configuration>>Billing Administration Email list]

To set up a reminder for a customer:

From [Customer Account Summary page>>Customer Notes]