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  • List/View Reminders

     
    Reminders can be viewed by clicking on the Reminders section in the homepage. The Reminders are displayed in the form of a table. The displayed Reminders are the ones that are related to the logged in user.



  • Add a Reminder

The user can add a Reminder using the plus sign at the bottom right of the screen. The add form is as shown:

For the selection fields, the system will display a list from which the user can select the needed choice.

For the date fields, the system will display a Calendar view from which the user can select the needed date and time.


For the lookup fields, the system will display a search area where the user can look up Contacts, Companies, Cases and Tasks that already exist in the database.

The overall add form of a Reminder is as shown:

 

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