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
Status β Shows whether a reminder communication has been sent for this specific vehicle and due date. This value is set automatically by the system when a reminder is sent and cannot be changed manually.
Actioned: A reminder has been sent for this vehicle and due date
Not Actioned: No reminder has been sent yet
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)
Status β Filter by
ActionedorNot Actionedto show only reminders that have already been sent, or only those that haven't been sent yet. Note that this value is set automatically by the system and cannot be changed manually.Active Job β Filter by
ActiveorNot Active. When set toNot Active, reminders for vehicles that already have an open job are hidden. This is useful when sending service reminders, as an open job is likely already covering the work the reminder relates to.
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.
