Once you create a custom reminder schedule, you'll need to assign that schedule to the applicable customers.

To assign multiple customers to a custom reminder schedule, complete the following steps:

  1. Select  Customers from the left navigation area to open the Customers screen.
  2. Check the boxes next to the customer records for the customers you want to assign to the custom reminder schedule.
  3. Select Change Customer Reminder Schedule from the Choose Action drop down list at the top of the Customers section.
  1. In the Set Custom Reminder Group screen, select the Schedule Group from the drop down list.
  1. Select Set Reminder Group.