What are "Reminders" in the API

[adamcollison85]

We have a BETA customer who rather than using "NextCall" in the CRM is using Reminders instead?

2x Questions:

1) is this an incorrect use or are reminders a valid approach for schedule call backs 2) If its valid how should we also lookup reminder dates in the CRM via the API related to Sales and Lettings leads.

[AshDeeming]

Hi @adamcollison85 Reminders can be posted via the Tasks endpoint, please also note that as each client may use AgencyCloud slightly differently or have their own configuration, you will need to check the configuration endpoint below per client too;

https://foundations-documentation.reapit.cloud/platform-glossary#task

[adamcollison85]

Thanks,

A assume there is no "Category" as such, so if we pulled these there would no way to filter by those that are used for "Next Call"

On Thu, 21 Sept 2023 at 11:05, Ash @.***> wrote:

Hi @adamcollison85 https://github.com/adamcollison85 Reminders can be posted via the Tasks endpoint, please also note that as each client may use AgencyCloud slightly differently or have their own configuration, you will need to check the configuration endpoint below per client too; [image: image] https://user-images.githubusercontent.com/61687775/269574322-c5cabee9-0b2e-4bda-98fc-eac26ddb6f47.png

https://foundations-documentation.reapit.cloud/platform-glossary#task

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[AshDeeming]

Hi @adamcollison85

There are some parameters such as activatesFrom & activatesTo in the Tasks endpoint, please let me know if these are of use?