Reminders

Hello Matthew.

To create a reminder for yourself or another user about an activity, a document or an invoice, do the following:

1. Open the edit page of the record that you wish to create a reminder for. For example, to create a task reminder, open the corresponding task page.

2. Select the checkbox in the reminder field:

a. Select the [Remind Owner] checkbox to create a reminder for the user specified in the [Owner] field of the activity, document or invoice page.

b. Select the [Remind Author] checkbox to create a reminder for the user specified in the [Author] field of the page.

3. Specify the date and time when the reminder should be displayed for the user.

4. Save the record.

Thanks, Kate.