You are able to create Reminders independently of automated Job Type communications. 


Reminders can be sent via Email, SMS, PDF Letter or Internal Task and scheduled for a specific date and time.

In the Web Portal go to New (top menu) > Reminder > Enter the Reminder details > Select the Reminder Type > Set the Date and Time.


Alternatively, you can create a Reminder directly from a Contact Card.


In the Web Portal go to CRM > All Contacts > Select the Contact > Reminders > New Reminder.


Please Note: Only CRM Placeholders can be used in independent Reminders, as they are not linked to a Job or Form and cannot retrieve information from either.