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Edit Reminder to Reply in TrustLine Settings

Summary

This guide explains how Admin users can edit the Reminder to Reply setting in the TrustLine Reminders section. This feature helps ensure representatives respond to anonymous users within the specified time.


In this article

  • Before you begin
  • Step 1: Access the Reminders Section
  • Step 2: Edit Reminder to Reply
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role with the necessary permissions to access and edit the Reminder to Reply setting in TrustLine.
  • Ensure that your account has permission to view the TrustLine and Reminders options in the Admin tab.

Step 1. Access the Reminders Section

  1. Log in to Plumm with your valid Admin credentials.
  2. Click on the 9-dot menu at the top left corner of the dashboard.
  3. Select TrustLine from the menu. You will be redirected to the TrustLine - Settings page.
  4. Under Settings, click Reminders to access the reminder management options.

Step 2. Edit Reminder to Reply

  1. In the Reminders section, locate Reminder to Reply.
  2. Click the three dots on the right-hand side of the Reminder to Reply section.
  3. Select the number of days after which the representative should be reminded to respond to the anonymous sender if they have not already replied.
    • This reminder applies only to open cases.
    • The system will send an email notification to the representative one day before the selected period, prompting them to reply.
  4. Click Confirm to save your changes.

Frequently Asked Questions (FAQ)

1.Who can edit the Reminder to Reply setting?

 Only Admin users with the necessary permissions can edit the Reminder to Reply setting. If an Admin doesn't have the required permissions, they will not see the Reminders option in the Admin tab.
 

2. What is the purpose of the Reminder to Reply?

The Reminder to Reply helps ensure that representatives respond to anonymous users within the specified time. The system sends a reminder email to the representative before the selected days, prompting them to reply.

3.Does the reminder apply to open or closed cases?

The Reminder to Reply only applies to open cases.
 
 

4.How will the representative be notified?

The representative will receive an email notification one day before the selected reminder period, reminding them to reply to the anonymous sender.