Customer follow-up often lives in someone’s inbox or a separate calendar, which makes it easy to lose track of what the reminder was for. When the reminder is not tied to the order record, your team can miss a promised ship update, a pricing follow-up, or a customer check-in.

Cetec ERP supports reminders directly from an order, using the Notes area. You can set a reminder date and send the reminder to one or more email addresses so the follow-up stays connected to the order activity.

Start From the Order Record

Open the sales order you want to track. This keeps the reminder attached to the correct customer, part, and order context, which matters when multiple jobs are moving at once.

From the left-side menu, select Notes.

Create a Reminder Note

On the Notes page, click Add Notes to expand the note options, then choose Set Reminder. This creates a note that includes a reminder date and notification behavior.

Set the Date, Time, and Recipients

Fill out the reminder fields, including the reminder date and time. You can also add one or more email addresses separated by commas. When the reminder date is reached, Cetec ERP sends the reminder email to the listed recipients.

What the Reminder Email Looks Like

When the reminder triggers, recipients receive an email tied to the reminder note. The email includes a link to add the reminder to a calendar as an event.

If you select the Add to calendar link in the email, a calendar event is created from the reminder details.

Key Takeaways

• Set reminders from within an order so follow-up stays tied to the order record.
• Use Set Reminder in Notes to define a reminder date and time.
• Add multiple recipient email addresses separated by commas when the reminder needs to reach more than one person.
• Reminder emails can be added to a calendar as an event, keeping customer follow-up visible in day-to-day scheduling.

Conclusion

Email reminders in Cetec ERP are a practical way to keep follow-ups connected to the order that drives the work. When reminders live on the order record and notify the right people at the right time, your team can stay consistent on customer communication without maintaining a separate tracking system.