GReminders Unveils Industry-First Intelligent Document Access for Advisors
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Notetaker Focused View
When notetaker is taking all your notes across your phone, virtual meetings, in person, etc... a lot of content comes...
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SMTP for Sending Mail
With GReminders you can bring your own Email service. If you use Google or Microsoft see this article. If you...
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Using AI to Attract & Retain Clients with Victoria Toli @ Finny and Arnulf Hsu @ GReminders
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Sending Email from Your Mailbox
You can choose to send email from GReminders OR from your own Mailbox. By default all mail is sent from...
Continue ReadingNotetaker Focused View
When notetaker is taking all your notes across your phone, virtual meetings, in person, etc… a lot of content comes together. Many calls may not rise to the level of action, some do and some don’t. So how do we get the signal from the noise? Introducing Focused View on Notetaker. Please note: this feature […]
SMTP for Sending Mail
With GReminders you can bring your own Email service. If you use Google or Microsoft see this article. If you have Redtail Email or another non Google/Microsoft provider you can use your SMTP Mail Server to send mail (outgoing). To set this up go to My Profile > My Integrations > Select SMTP If you […]
Sending Email from Your Mailbox
You can choose to send email from GReminders OR from your own Mailbox. By default all mail is sent from our domain greminders.com and replies are forwarded to you. Sending from your Mailbox If you want mail to sent from your mailbox the first thing you need to do is make sure you have SEND […]
2x Round Robin Event Types
GReminders supports a bunch of different team formats. 1:1 Meetings, All Together (multiple participants), Round Robin (pick one person from the group). Introducing 2x Round Robin. This is useful for when you have 2 groups of people and you need 1 person from each group to attend. Go to Teams > New Event Type and […]
New Navigation Menu – Oct 2025
Yes, I know, nobody likes change, especially when it comes to User Interfaces. Last Time Tesla changed the UI I couldn’t even figure out how to turn on the Radio. But like all things that are in a constant state of growth we need to step back every year or two and ask if things […]
How to Update Your Website for SMS Compliance
Ensuring your website complies with US mobile carrier requirements (called 10DLC and A2P) is critical for a successful SMS messaging. 10DLC is a registered 10-digit phone number that lets businesses send compliant, carrier-approved text messages from a local number. Please note this ONLY applies to Customers in the United States. If you are in Canada, […]