GReminders April Recap

April was a full month – packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. Here’s everything we shipped and everywhere we showed up: What’s New in April This month’s biggest releases gave you more flexibility in how you reach clients, more control over […]

Compliance & Data Retention Options

Organizations should establish data retention and security protocols that align with their specific regulatory requirements and risk tolerance. By customizing these settings, firms ensure that their data lifecycle management supports their unique compliance posture while maintaining essential operational safeguards. Calendar / Event Data Retention When you create events on your Google, Outlook, or Redtail calendars, […]

Usage Reports

Usage reports can be accessed by Global Administrators of your GReminders account. To access these go to Setup > Usage Reports. Usage Reports allow you to track your usage of the program and see detailed information that helps you understand more about your business. Reports can be broken down by users. Here, you can also […]