Reminders: Smart table enhancement & with Immediate Trigger Option

Summary:

Introduce new columns and a quick action feature to the reminders table to display recurrence status, the presence of early reminders, and a 'trigger now' option for immediate sending.

Intended Outcomes:

• Provide visibility on whether a reminder is recurring and if early reminders are set.

• Empower users with the ability to send reminders instantly, without waiting for the scheduled time.

Scenario and Considerations for Implementation:

• In scenarios where an account holder is discussing upcoming jobs with clients (over the phone) who request immediate reminders, the account holder can navigate to the Reminders section or the CRM's Reminders Activity panel and can trigger the Reminder to be sent immediately.

• Introduce a 'Trigger Now' option, enabling the account holder to immediately send the reminder, with a subsequent prompt to either mark it as completed or retain it for the scheduled send time.

• Implement filters to sort reminders by recurring status - New Filter Column (Recurring == Yes or No)