As with many lists in Auxo Workshop, you can customise the columns displayed on the Reminder List. Click Columns (top-right of the list) to toggle columns on or off.
Here is a reference of all available fields:
π‘ Tip: If certain fields don't appear for you, it may be due to limitations in your subscription plan or your user role.
π₯οΈ Column Reference
Reminder
Reminder Type β The type of reminder (e.g. Service, WOF, Registration)
Reminder Label β The label assigned to the reminder
Due Date β The date the reminder is due
Communication Status β Whether the reminder has been actioned or not
Reminder Notes β Notes entered on the reminder
Last Communication Date β The date the last communication was sent for this reminder
Job
Job Number β The job number linked to this reminder
Customer
Customer Name β Name of the customer linked to the reminder
Mobile No. β Customer mobile number
Phone No. β Customer phone number
Email Address β Customer email address
Delivery Address β Customer delivery address
Marketing Preference β The customer's marketing preference setting
Vehicle
Registration β Vehicle registration number
Vehicle Description β Make, model, and year of the vehicle
Chassis No. β Vehicle chassis number
VIN No. β Vehicle identification number
π Filters
Primary filters
Due Date β Choose from
Next 14 Days,Next 30 Days,Last 30 Days, or set a custom date rangeType β Select one or more reminder types (e.g. Service, WOF, Registration)
Communication Status β Filter by
ActionedorNot ActionedActive Job β Filter by
ActiveorNot Activeto show only reminders where a job is currently open for that vehicle, or only those where no job is booked. Useful for excluding vehicles that already have a booking when sending service reminders.
More filters
Marketing Preferences β Filter by
Accepts MarketingorNo Marketing
π‘ Tip: Filters can be saved and set as default for quicker access in future sessions.
