Contact reminders turn a note into a follow-up item with an owner and a due time. When an open reminder becomes due, Limitlytics sends an in-app notification and one email to the assigned team member. The reminder remains open until someone marks it as handled.

Creating a reminder

1. Open the Notes action on a contact
2. Write the note that should provide the follow-up context
3. Enable Set a reminder
4. Choose the reminder date and time
5. Select the team member responsible for it
6. Click Add note

The assignee must be an active workspace member who can access the contact. Times are entered and displayed in your profile timezone.

My reminders

Open your profile menu in the top-right corner and select My reminders. This page shows reminders chronologically and provides these views:

Managing reminders

From My reminders, you can:

• Mark an open reminder as handled
• Snooze it with a common preset, or select Custom date and time for the full reminder input
• Edit the linked note, reminder time, or assignee
• Reopen a handled reminder
• Delete only the reminder while keeping its note

The same reminder details and common actions are available beside the note in the contact's Notes panel.

The note's author can edit its text from the Notes panel. Anyone who can manage a reminder can also update its linked note from My reminders.

Editing or viewing a note does not complete its reminder. Use Mark handled when the follow-up is finished.

Deleting a note also deletes its linked reminder. Deleting a reminder by itself preserves the note.

In-app and email notifications

Limitlytics sends a persistent notification inside the app and one email when an open reminder reaches its scheduled time. Both go only to the assigned team member and include the contact, note, local reminder time, and a shortcut that prefills the reminder search with its unique identifier. Clear the search to return to the full list.

The in-app notification and reminder are directly linked:

• Closing a reminder notification permanently deletes the reminder but keeps the contact note

• Deleting the reminder also removes its in-app notification

• Marking a reminder as handled removes its in-app notification but keeps the handled reminder in My reminders

• To prevent accidental bulk deletion, Clear all is unavailable while reminder notifications are present; close reminder notifications individually

• Marking the reminder as handled before it is due prevents the email

• Rescheduling or reassigning it resets email delivery for the new time

• The reminder does not send repeated emails if it remains open

• Inactive team members do not receive reminder emails

Visibility and history

Regular users see reminders assigned to them. Admins can use Team to view and manage reminders across the workspace. Reminder creation, changes, completion, reopening, and deletion are recorded in the contact timeline.