Reminder Rule Fields

These are the fields that are displayed on the Reminder Rules object.

Key: * – Mandatory field

Field		Description
Active		A checkbox indicating that the rule is active.
Automated		A checkbox indicating that the rule is automated. This is used by the batch job to send reminders automatically, at the time in the Preferred Start Time field. You can only send automated reminders using Classic Templates.
Company	*	Lookup to the company that this rule applies to.
Days before or after Due Date	*	The number of days before or after the invoice due date that you want to send a reminder on. Enter one of the following: A negative number (for example, -10) to send a reminder before the due date. 0 to send a reminder on the due date. A positive number to send a reminder after the due date.
Description		The description of the reminder rule.
Email Template Name		Lookup to the email template that you want to use to generate the reminders for this rule.
Preferred Start Time		If you have selected the Automated checkbox, you can enter the time at which you want to send reminders.
Rule Name	*	Name of the rule, up to 80 characters in length.
Select Template To Attach		You can select the templates type that you want to use to send the reminders for this rule. You can select either: Classic Templates, or Conga Templates You can only use Conga Templates if you have configured them in your org.
Sender Email Address		Lookup to the org-wide email addresses available to send reminders from. If 'None' is selected, reminders are sent from the email address of the user who starts the reminder process.