Contact Renewal Reminders

Contact Renewal Reminders in Fleetio help you keep track of contact-specific activities like license renewals, industry certifications, or other events applicable to individuals affiliated with your business.

Add a Renewal Reminder

To add a Contact Renewal Reminder:

1. Click Contacts in the Sidebar Navigation.

2. Click a Contact in the list to view their details, then select the Renewal Reminders tab.

3. Click + Add (a) and select Add Renewal Reminder, or click the More Actions Button (b) for any reminder that hasn't been set and choose Add Renewal Reminder.

4. Fill in the reminder details.
   • To receive notifications and emails about "Due Soon" or "Overdue" reminders, check the box to Enable Notifications and add the Users who should be notified to the Watchers field.

5. Click Save Contact Renewal Reminder.

Resolve an "Overdue" or "Due Soon" Reminder

Once the contact has completed the registration or renewal and you want to resolve or renew the reminder:

1. Click Contacts in the Sidebar Navigation.
2. Click a Contact in the list to view their details, then select the Renewal Reminders tab.
3. Click the More Actions Button for the existing reminder and select Edit.

4. Update the Due Date and click Save Contact Renewal Reminder.

Delete a Reminder

To delete a Contact Renewal Reminder:

1. Click Contacts in the Sidebar Navigation.
2. Click a Contact in the list to view their details, then select the Renewal Reminders tab.
3. Click the More Actions Button for the existing reminder, then select Delete.

4. Click Delete Contact Renewal Reminder in the pop-up to confirm.

Export Contact Renewal Reminder Index

Using Fleetio, you can choose to export the Contact Renewal Reminder Index to a CSV directly from the Index page. See Working With Your Data on a List Page for more instructions on exporting the list.

Bulk Update Contact Renewal Reminders

If you would like to update multiple Contact Renewal Reminders at one time using Bulk Actions, you can do this by completing the following steps:

1. In the Sidebar Navigation, click Reminders and select Contact Renewals.
2. Select one or multiple records using the checkboxes (a) on the left of the Index.
3. Click the Actions Drop-down menu (b) and select Update Contact Renewal Reminders (c).

4. Select up to three fields (see below) you would like to update for these records, clicking + Add Field between entries.
   • Due Date
   • Due Soon Threshold - The amount of time in advance you consider this reminder to be "due soon."
   • Enable Notifications - When enabled, notifications may be sent according to each Watcher’s User Notification Settings.

Contact Renewal Reminder Reports

A Contact Renewal Reminders report is available in the Reports section. The report lists all of the Contact Renewal Reminders that are in Fleetio. Customize the columns to include fields you want to see by selecting the Columns drop-down menu. If you have a lot of reminders, use filters to find related records. You can also export, print, and share reports.