Reminders

Pour :Administrateur

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View of the 'reminders' page

The Reminders are a dated notebook shared by your team. You record everything you don't want to forget: a donation pledge to follow up on, an appointment with a congregant, an administrative deadline, a Yom Tov to prepare.

Route: /app/rappels

What it really serves for

The Reminders module is a cross-contact table: it is not consulted from a person's profile but as an overview of upcoming dates for the entire organization. It's the equivalent of a shared calendar, simpler and action-oriented.

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Automatic notification on due date

When a reminder is due, Unisoft automatically sends a system notification to the appropriate recipient:

• Personal Reminder: the notification is sent to the administrator who created the reminder (them only).
• Reminder for the whole organization: the notification is sent to all team members who have access to the Reminders module.

The notification contains the title of the reminder (date) and the description you entered. It is delivered via the Unisoft notification channels configured for your organization. The trigger date is memorized on the reminder to avoid duplicate resends.

In addition, you can consult the Reminders table at any time to have the overview of upcoming deadlines.

The three views of the module

The Reminders page offers three alternable views via a selector at the top right:

View	Purpose
Reminders (default)	List of all free reminders entered by your team
Hazkara	Derived view centered on death commemorations of deceased contacts
Birthdays	Derived view centered on birthdays (Hebrew or Gregorian) of contacts

The Hazkara and Birthdays views are filtered readings derived from the data of the contact profiles and the module's reminders; they are documented on their dedicated pages: Hazkara Reminders and Birthday Reminders.

The main view: the reminders table

Anatomy of the page

The page is organized in:

1. Top bar: search by contact, view selector (Reminders / Hazkara / Birthdays).
2. Status tabs: Active (untreated reminders) / Completed (archived reminders).
3. Central table: the list of filtered reminders.
4. Global actions: CSV export, adding a reminder.

The table columns

Column	Content
Gregorian Date	Civil date in format DD/MM/YYYY - HH:mm
Hebrew Date	Automatically calculated Hebrew equivalent (e.g.: 15 Tishrei 5786 - 09:00)
Contact	Name of the linked contact if entered — clickable to open their profile. - if no contact is attached
Type	Personal (visible by you only) or Organization (visible by the whole team)
Calendar	Gregorian or Hebrew — determines the calculation mode of recurrences
Description	Free note — the object of the reminder
Recurrence	Every Week, Every Month, Every Year, or Every Rosh Hodesh (only in Hebrew calendar). - if single reminder
Actions	Edit and Delete buttons

Pagination

20 reminders per page by default. Classic pagination at the bottom of the table lets you navigate.

Filter and search

Active / Completed tabs

Two states are possible for a reminder:

• Active: the reminder is in progress, upcoming or past but not yet treated.
• Completed: the reminder has been treated — you no longer see it in the default view.

Each tab displays the counter in parentheses (Active (12), Completed (45)).

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How to switch a reminder to Completed?

The switch to the Completed state is done via the finished field of the reminder in the database. The interface does not offer a dedicated button in the table to mark a reminder as completed — to archive a treated reminder, the simplest is to delete it (red trash), which removes it from the Active view. The Active / Completed distinction is exposed by the filter but remains essentially a heritage: in current use, we alternate Add and Delete.

Search by contact

A Search a contact bar at the top left lets you filter the list to display only the reminders linked to a given contact. Useful to prepare a call: "Which reminders did I set on David Cohen?".

Create a reminder

Click on Add a Reminder at the top right. The form asks you:

1. 1

   Choose the calendar type

   Gregorian or Hebrew. This choice determines:

   • The date entry interface.
   • The recurrence mode (Hebrew mode adds the Every Rosh Hodesh option).
   • How repetitions are calculated over time (in solar years or in Hebrew years).
2. 2

   Define Personal or for the whole organization

   • Personal Reminder: visible only by the administrator who creates it.
   • Reminder for the whole organization: visible by all team members who have access to the Reminders module.
3. 3

   Enter the date and time

   Date in format DD/MM/YYYY, time in format HH:mm. In Hebrew calendar, a converter displays to enter directly the Hebrew date.

4. 4

   Choose Once or Several Times

   • Once: one-off reminder.
   • Several Times: recurring reminder. You must then specify:
     • The recurrence type: Every Week, Every Month, Every Year, or Every Rosh Hodesh (only in Hebrew).
     • The number of times: leave empty for infinite recurrence, or indicate a precise number (e.g.: 12 for 12 consecutive months).
5. 5

   Link to a contact (optional)

   You can attach the reminder to an existing contact. The reminder will then also appear in the contact's history. Optional field — leave empty for a reminder without a contact (e.g.: "Renew Datadock subscription").

6. 6

   Write the description

   Required field. Clearly describe the subject of the reminder — this is what you will read when the date comes.

7. 7

   Validate

   Click on Validate. The reminder is saved and appears immediately in the table.

Usage examples

Situation	Type	Calendar	Recurrence	Description
Follow up on a donation pledge in 3 months	Personal	Gregorian	Once	Follow up with David Cohen on his €1,800 pledge
Prepare Yom Kippur every year	Organization	Hebrew	Every year	Order the prayer books and prepare the service planning
Recitation of Tehilim of Rosh Hodesh	Personal	Hebrew	Every Rosh Hodesh	Tehilim 104 and blessing of the month
Monthly follow-up of an aid file	Organization	Gregorian	Every month (12 times)	Call the Lévy family to check on their situation
Renew the general interest certificate	Organization	Gregorian	Every year	File the dossier at the prefecture

Edit or delete

In the Actions column of each row:

• Pencil button (Edit): reopens the pre-filled form. You can correct date, description, recurrence or linked contact, then revalidate.
• Trash button (Delete): a confirmation is requested (Are you sure you want to cancel this Reminder?). Deletion is reversible on the database side — the reminder is switched to active: false (soft-delete) — but the interface does not offer a restoration screen. Consider deletion as definitive from the user's point of view.

CSV export

The Export button at the top right downloads a CSV file with all the table columns (Gregorian Date, Hebrew Date, Contact + Email + Phone, Type, Calendar, Description, Recurrence) for the reminders matching the active filter.

File format: export_rappels_DD_MM_YYYY_HH_mm.csv.

Useful for:

• Preparing a planning to print for the team.
• Archiving the treated reminders of a year.
• Cross-checking with an external calendar (Google Calendar, Outlook).

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Import into an external calendar

The CSV file is not a calendar format (iCal/ICS). You cannot import it directly into Google Calendar. To synchronize an external calendar, open the CSV in Excel or Google Sheets, select the useful columns and paste them as manual events.

Special cases

• Archived contact: the reminder remains visible in the table, but the Contact cell displays - because the contact is no longer active.
• Deceased contact: a reminder linked to a deceased contact remains visible in the classic Reminders view. For the Hazkara view (automatic annual commemoration), see Hazkara Reminders.
• Personal reminder of a colleague: you do not see personal reminders created by other administrators. Only your personal reminders + the Organization reminders are visible in your table.
• Hebrew calendar and leap years: the Every Year mode in Hebrew accounts for Adar I / Adar II years. A date in Adar will fall in Adar II during a leap year, as is halakhic usage.

Going further

• Hazkara Reminders — the derived view for death commemorations
• Birthday Reminders — the derived view for Hebrew and Gregorian birthdays
• The contact profile — where to find the reminders of a given contact