Fieldnotes Basics CRM helps us in a lot of things on a daily basis. One of which is reminding us of our tasks. If you have not subscribed to Task Daily Reminders yet, just click the “Task Daily reminder” checkbox on your “My Profile” then click Save Changes.


Once ticked, Your CRM will remind you of the past tasks that have not been marked off as done yet, as well as your upcoming tasks and appointment through email. If you wish to unsubscribe, just uncheck the box.