Vital CRM
How do I generate important dates reminders or assign work?

[Important dates] can be used to make reminders so that you won't forget to assign works or to send emails, renew contacts etc.

1. Click [Create Task] when you add or edit an important date. 


2. You can assign a person in charge here and set a reminder for however many days before the important day. (To set the reminder on the date, enter "0" days.)

[Edit ImportantDate > Add > Create Task]. Please refer to FAQ.
https://faq.vitalyun.com/EN/CRM#3864