Bulk reminder management

Use a single reviewed change when several records need the same recipients. Team members and external contacts can be selected together.

Start from Table

1. Apply the filters for the records you want to manage.
2. Switch to Table and select individual record checkboxes or the page checkbox.
3. If the result spans pages, choose Select all matching records when offered to include the filtered matches.
4. Select Manage reminders.
5. Choose Add, Remove or Replace and select the recipients.
6. Select Preview changes and inspect the record count and names.
7. Select Apply changes.

The page checkbox selects the current page. All-matching selection is a separate choice. Sample records are excluded from bulk changes.

Choose the right operation

Operation	Result
Add recipients	Keeps existing recipients and adds the selected ones. This is the default.
Remove recipients	Removes only the selected additional recipients.
Replace additional recipients	Keeps only the selected additional recipients. Review this mode carefully.

Record owners stay assigned in every mode. These operations manage additional recipients; they do not bulk-reassign ownership. Existing contact assignments that stay in place keep their original assignment timing.

Start from a contact

Open Account > Contacts > Manage records for that contact. Search for records or select matching results, choose the appropriate operation and preview it. This is useful when a customer or supplier should receive reminders about several records.

Limits and conflicting changes

Each change supports up to 1,000 records and 100 selected recipients. A preview lasts 15 minutes and represents the selected records at that moment. If somebody changes recipients before you apply it, create a fresh preview instead of overwriting their change.

The record's change history includes recipient changes. After a large change, open a representative record and check Reminder recipients and the next scheduled send.

Pending contacts

You can assign a contact before they confirm. Assignment does not send the confirmation or make the person eligible for reminders. Send confirmation from Contacts and check their status. See External reminder contacts.