Edit Reminder Process

After you create a reminder process, you may need to update the information. For example, you may need to select another selection for the process or change the reminder sent date. To do this, edit the reminder process.

Note: The system administrator at your organization typically completes this process.

1. From Marketing and Communications, select Reminders. The Reminders page appears.

2. Under Tasks, select Archived reminders. The Reminders page appears.

3. Under Reminder processes, select the process to edit.

4. On the action bar, select Edit. The Edit reminder process screen appears. The items on this screen are the same as on the Add reminder process screen. For a detailed explanation of the options, see Add Reminder Process Screen.

   For a detailed list of the default export fields, see Reminder Output.

5. Select Save. You return to the Reminders page.