Create Reminder

To create a new reminder, use the Create Reminder overlay, which appears when you click Create Reminder on the Manage Reminders page.

Reminder Name

The reminder name

Message

The body of the reminder message

Frequency

Indicates the alert's schedule

Options are as follows:

  • Once – Enter a date in the mm/dd/yyyy format, or select a date from the calendar.
  • Weekly – Select a day of the week.
  • Monthly – Select a day of the month.
  • Yearly – Select a month and a day of the month.
Time

The time of day to send the reminder in the international format, such as 15:00 for 3:00 P.M.

Note: The displayed time is relative to the financial institution's time zone.
Deliver To

The reminder is always delivered to your Message Center. To set additional delivery options, select the check box for a delivery option in the Nickname column.

To create more delivery options, go to the Set Alert Delivery Options page.