Training FAQ
FAQ Detail
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How do I create reminders?
You can create a reminder note on any record in the system (Organizations, Quotes and Work Orders, Invoices, etc.). From the record, choose Action > Make Note and check the Reminder box.
Optionally, set a reminder date/time and you may optionally assign the reminder to one more user.
If you do not set a date, the reminder appears on your Home screen immediately and remains there until you cancel it.
If you set a date and time, the reminder will appear on your Home screen at the scheduled time and an email will be sent to you. If you assigned the reminder to one more user, they will receive the same email and screen notification.
You may also see reminder notes on that particular user's screen (see Find/Person), and all reminders notes are searchable (Find/History).
You may also use Note Preset text (set up via the Admin screen) to tag specific types of reminders. For example, "#permit_renewal". This makes searching of notes easier and more accurate.
Optionally, set a reminder date/time and you may optionally assign the reminder to one more user.
If you do not set a date, the reminder appears on your Home screen immediately and remains there until you cancel it.
If you set a date and time, the reminder will appear on your Home screen at the scheduled time and an email will be sent to you. If you assigned the reminder to one more user, they will receive the same email and screen notification.
You may also see reminder notes on that particular user's screen (see Find/Person), and all reminders notes are searchable (Find/History).
You may also use Note Preset text (set up via the Admin screen) to tag specific types of reminders. For example, "#permit_renewal". This makes searching of notes easier and more accurate.