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Reminders

This Help File Page was last Modified on 02/27/2017

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❑Reminders - The Reminders Form is extremely helpful in so many areas, you will find yourself using this feature virtually every day.

•To access the Reminders Form:

a)From the Backstage Menu System Select the Maintenance Menu then on the General sub-menu Select the Reminders option, or

b)From the Quick Access Menu, Select the Maintenance Menu then Select the Reminders option

 

HelpFilesReminders

Reminders Form showing defaults and open Reminder records

 

a)When no Subscribers or Prospects Form is open, and you must Select a record for the Reminder, based on the Date Range you set in the From and To Drop-Down Calendar/Date Entry fields

b)When Reminders is selected while viewing a Subscriber or Prospect, the Reminders Form only displays items for the selected Subscriber (or Prospect), Only the Reminders for the current User will be displayed.

 

HelpFilesRemindersForSubOrPros

Reminders Form showing defaults and open Reminder record

 

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