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Reminders

This Help File Page was last Modified on 04/01/2012

Reminders

This Help File Page was last Modified on 04/01/2012

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Reminders

This Help File Page was last Modified on 04/01/2012

Previous topic Next topic  
Reminders - available as a selection on the Subscribers and Prospects Form's General Quick Access Menus, and on the Accounts Receivable Outlook Bar Menu - allows you to quickly enter a Reminder related to the currently selected Subscriber or Prospect.
When Reminders is selected while viewing a Subscriber or Prospect, the Reminders Form only displays items for the selected Subscriber (or Prospect).
When no Subscribers or Prospects Form is open, and you Select the Outlook Bar Menu on the Main Menu and Click Reminders, based on the Date Range you set in the From and To Date Selection Box , only the Reminders for the current User will be displayed.

HelpFilesReminders

Reminders Form showing defaults and open Reminder record

 

See Subscriber's Reminders and Reminders Report chapters for detailed information about using this feature.