Reminder 365 is our add in for SharePoint Online / Office 365 that allows you to add date based (due and overdue) and customisable email alerts.
A number of customers have asked for the ability to hide the “View Item” link in the emails that Reminder 365 sends out :-
You can now choose not to show this column by un-checking the Include a ‘View Item’ link in the email option.
You can now use Reminder 365 (which provides overdue/customisable alerts for Office 365) by installing our new free app from the Office 365 App Store:
This makes getting started with Reminder 365 even easier than before!
Once you’ve installed the app, you can either click the app icon under Site Contents:
Or you can add/view alerts directly from your list or library:
Instead of creating an account, verifying your e-mail address, and entering your O365 login credentials, you can just install the app on your site (or site collection).
Clicking the app automatically authorises R365 to send alerts from your lists on your behalf – no account to setup and no passwords to remember.
Install the Reminder 365 app and try it out using your free account:
Remembering to check when contracts are up for renewal can be a chore. Instead of waiting for someone to nag you about it, beat them to it with your own monthly reminder e-mail.
Select your list and view:
Then choose when you’d like the e-mails sent. Here we’ve set them up for the first Monday of each month:
Next choose “Items due before next check” and the column with the renewal date in. This will send e-mails for renewals due this month:
Give the e-mails a subject and some explanation in the header. We’ve chosen to end the e-mails to HR and copy in the manager:
Give it a name, save it, and that’s it! Reminder 365 will start delivering e-mails like this every month:
If you’ve got a list of potential or current customers, it’s likely you’ll want to keep in regular contact with them (especially in the case of sales leads). So skip making checking the list every morning, and just get a summary e-mail of today’s contacts. That’s less time logging in or messing around trying to use SharePoint from a mobile phone, and more time making calls.
Select your list and view:
Then choose when you’d like the e-mails sent:
Next choose "Items due before next check" and the column with the next contact date in (this will send e-mails for contacts due today):
Then give the e-mails a subject, header, and a motivational footer like ours:
Above we’ve chosen to send e-mails to the assigned Agent, CC-ing the manager. Give it a name, save it, and that’s it! Reminder 365 will start delivering e-mails like this every morning:
Want to send reminders of all your meetings, without having to manually set them up in Outlook? Reminder 365 can send all attendees a summary of all of their meetings today first thing in the morning.
Select your calendar and the All Events view:
Then choose when you’d like the e-mails sent:
Next choose "Items due before next check" and the meeting start time:
Then give the e-mails a subject (and optional header/footer), and choose to send them to the attendees:
Just name your alert, save it, and that’s it! Everyone now gets meeting reminders like the below every day: It’s that easy.
