Notes and reminders
Keep team notes on a contact, mention a teammate, and set follow-ups that email you when they're due.
Notes are what your team knows about someone: that Priya prefers matte glazes, or that the café wants samples before a bulk order. Reminders make sure someone follows up. Both live on a person's contact panel, and all open reminders are also gathered on one page.
Notes and reminders are for people, not companies.
Notes
Open the person from CRM → Contacts and select Add note, or go to their Notes tab.
Write the note. You can use bold, italic, strikethrough, bulleted lists and links.
Select Add note, or press ⌘+Enter.
Notes show newest first, with who wrote them and when. They also appear in the contact's Activity tab.
Mention a teammate
Type @ in a note and pick a teammate from the list. When you add the note, they get an email so they know it's waiting for them. Each teammate can turn these emails off under Mentions in their notification settings.
Delete a note
Only the person who wrote a note can delete it. Hover the note and select the trash icon. Notes can't be edited, so to change one, delete it and write it again.
Reminders
A reminder is a follow-up about one person, due at a set time. When it comes due, Lahuta emails whoever it's assigned to.
Add one quickly
On a person's panel, select Remind or open the Reminders tab. Type what to do and when, like "Follow up on pricing next tuesday", and press Enter.
Lahuta reads the date from what you typed and shows when the reminder will be due before you press Enter, so you can check it. If you don't give a time, it's due at 9:00 AM. If you don't give a date, it's due tomorrow morning.
Select More options to open the full form instead.
Use the full form
On the CRM → Reminders page, select New reminder. The form has:
- Contact, who it's about. This only shows when you start from the Reminders page.
- Reminder, what to do.
- Note, anything you'll want to remember.
- Due, with a date and time picker and quick picks.
- Timezone, which defaults to yours.
- Assigned to, which defaults to you. Pick a teammate to hand it to them.
Select Add reminder.
The quick picks for Due are:
| Quick pick | Due |
|---|---|
| Later today | 6:00 PM today |
| Tomorrow | 9:00 AM tomorrow |
| This weekend | 9:00 AM on Saturday |
| Next week | 9:00 AM on Monday |
| In a month | 9:00 AM a month from today |
Picks that have already passed, like Later today in the evening, don't show.
Work through your reminders
CRM → Reminders lists every open reminder in your organization, grouped under Overdue, Today, This week and Later. The line under the title sums it up, for example "2 overdue · 1 due today". The Reminders item in the sidebar shows a count of what's overdue or due today.
On each reminder:
- Tick the checkbox to mark it done. Done reminders move under Completed. Untick one there to reopen it.
- Select the contact's name to open their panel beside the list.
- Open the ⋮ menu to snooze it to one of the quick picks, choose Pick a date…, Edit it or Delete it.
If Lahuta couldn't send a reminder's email, a warning icon appears on it. Hover the icon to see why.