There are many ways to set a reminder.
There are alerts and tasks available from the Message Board page.
Alerts:
You can alert yourself, someone else, a team, a whole branch, or everyone in the company
To do this, go to Message Board and select who you would like to alert on the top of the screen.
Tasks:
You can assign a task to the same list of people you can alert. Alerts do not have due dates, but tasks do.
From the customer profile you can set alerts and tasks for a specific customer.
For instance, if a customer wants to be billed on a certain day, you can assign a task to yourself with a due date to remind you to bill them on that day.
You would access this feature by going to the message board tab in the right hand side navigation menu on the customer's profile page.
