A reminder is a future date on which one or more user designated actions will take place.
Select the Reminder Wizard from the menu and you will be taken through the necessary steps to create a reminder and its required actions.
This is done through your dashboard simply by selecting the reminder followed by the number of days.
Alternatively, you can set a date from the online calendar for the selected reminder.
A reminder interval is the time in days between reminders.
For example, the reminder interval for an MOT might be calculated as being a complete year,
less 28 days being the period of notice of the upcoming MOT date.
So the reminder interval interval becomes 337 or 338 days if a leap year is involved.
One or more preselected PlanSist™ actions take place.
The generation and sending of a text message, SMS, to one or more recipients.
The generation and sending of an email to one or more recipients.
The generation and printing of a mail merged letter to one or more recipients.
A customised action specific to a user's requirement such as report generation, etc.
Requests for the creation of customised actions are made through the Contact Us page, by phone or by email.
As many as you consider needed.
The default action interval is zero, meaning the selected action takes place on the reminder date.
However, the action can trigger a secondary or delayed action which would take place on a future date.
This is called the action interval in PlanSist™.
So, the first action might be used to advise that on a second date, a further action will take place.
Typical example would be the notification, action one, of a direct debit taking place on a future date, action two.
The action interval would be the difference in days between action one and action two.
Click on 'Wizards' on the main menu and select 'Existing Reminders'.
The Wizard will take you through through the necessary steps to remove or modify a Reminder.
Depending on your email provider, it may be possible to export your contacts' details to a comma separated file. This file can then be uploaded to your account through the 'file upload' page.
You can then select the recipients relative to the PlanSist™ action.
You can also manually enter, edit and delete your recipients details held in your account.
In order to take advantage of PlanSist™, you need an active account.
You can set up a Reminder and its associated actions, but before saving and implementing the Reminder, you will need to sign in to your account.
Click on login on the main menu.
If you wish to create an account, click on the 'Register' option and the wizard will take you through the necessary steps.
Open the Google Contacts site. Go to Google Contacts in your preferred browser.
This will open your default Gmail contacts if you're already signed into a Gmail account.
You cannot export contacts from within Gmail itself.
If you aren't already signed in, enter your email address and password before you continue.
Click Go to the old version.
This button is in the lower-left corner of the Contacts page.
Since the new version of Gmail's Contacts app doesn't support contact exporting,
you'll have to use the older version of Contacts to do so.
Click More ▼.
It's at the top of the Contacts page.
A drop-down menu will appear.
Click Export… .
This option is about halfway down the More drop-down menu.
Doing so prompts a pop-up window.
Check the "All contacts" box or a previously created group.
Click the circle to the left of the "All contacts" heading near the top of the pop-up window.
Select Google CSV format.
Click the circle to the left of Google CSV format
Click Export.
Doing so will prompt the contacts file to download to your computer.
You have successfully exported your Gmail contacts.
You may have to confirm the download or select a save location for it.
If so, save as 'google.csv' in Downloads.
The Reminder wizards will take you through the steps required to upload your addressbook.
The Reminder wizards allow you select or deselect recipients to suit the selected action.
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