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: