TrustEngine App: Opportunity Reminders

Beginning with our 8/28/24 release of the TrustEngine App version 1.1.0, you can create/modify Opportunity reminders, receiving a push notification to your phone at the date and time you specify.

We invite you to download this update for the app from the Google PlayStore or the Apple App Store (search for “TrustEngine”). 

How Reminders Display

You can set a new reminder for any of your Opportunities or edit/cancel an existing reminder. You can add or change reminders from either the Opportunity card or the Opportunity Detail screen.

When you set a reminder for an Opportunity, it will move to this Reminders view — appearing on the Opportunity card with the scheduled date and time — and show a bell icon next to the borrower’s name on the Opportunity Detail screen.

At the scheduled date and time, you will receive a push notification to your phone indicating you have a reminder due.

Opportunity cards also move back to your Inbox view at the date and time the reminder is scheduled (and the date changes to “Today”). Clicking to view the Opportunity Detail clears the reminder.

You can select between Inbox and Reminders views from the upper left-hand menu.

How to Create or Modify Reminders

To set, edit or cancel an Opportunity reminder, swipe left on an Opportunity card in the Inbox view, and click on the bell icon (as shown below), or click the “...” icon on either the upper right-hand corner of a specific Opportunity card or after clicking through to the Opportunity Detail screen.

Complete one of the following, as appropriate:

• Set a new reminder - If no reminder exists for an Opportunity, it will appear in your Inbox view. 
  1. Click the “...” icon on the Opportunity card, or swipe left on the Opportunity card.
  2. Click the New reminder prompt.
  3. Select in 2 hours, in 24 hours, or Pick date & time.
  4. If you choose Pick date & time, select the appropriate date/time from the calendar picker.
  5. Click Set Reminder.

• Edit an existing reminder - If you have already set a reminder for this Opportunity, the Opportunity card displays in your Reminders view. To update it:
  1. Click the Inbox drop-down and select Reminders (if you are not already in the Reminders view).
  2. Locate the Opportunity card in the Reminders list.
  3. Click the “...” icon on the Opportunity card, or click the bell icon or "..." icon in the Opportunity Detail.
  4. Click Edit reminder.
  5. Select in 2 hours, in 24 hours, or Pick date & time.
  6. If you choose Pick date & time, select the appropriate date/time from the calendar picker.
  7. Click Set Reminder. 

NOTE: When you add or update a reminder, you’ll get this confirmation at the top of the screen.

• Cancel a reminder - To cancel an existing reminder that you’ve completed or is no longer needed:
  1. Click the Inbox drop-down and select Reminders (if you are not already in the Reminders view).
  2. Locate the Opportunity card in the Reminders list.
  3. Click the “...” icon on the Opportunity card, or click the bell icon or "..." icon in the Opportunity Detail.
  4. Click Cancel reminder.  You’ll get this confirmation at the top of the screen

If you didn’t mean to cancel it, click Undo to restore the reminder.