Reminders

Overview

Reminders lists your reminders in one place: the reminders set for you on workflows, and your own reminders.

  • Workflow reminders are set on a workflow record with Remind and Set (see Workflows Reference). They appear here from their reminder date until they are dismissed.
  • Your own reminders are added here with New. They stay on the list, also after you close them, until you delete them.
  • A reminder that is past its due date is marked in red.
Navigation Example

Main Menu > Reminders

User Settings

Navigation Example

Main Menu > Setup > Settings > Users (tab) > Double-click a Username

Note

The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.

Setting Description Default
General > View all RemindersCheckbox. If checked, you can select another user to see their reminders. You can add, change, postpone and dismiss only your own reminders.Unchecked
Workflows & Workspace > Workspace – Auto Refresh – Seconds (0 = Manual Refresh)Enter how often, in seconds, the list refreshes while it is open. If 0, click View to refresh it.0

Reminders Screen

Buttons Explained

Button Description
ViewDisplays the reminders of the selected user.
NewAdds a reminder of your own (see Reminder Window Explained below).
MenuOpens a menu with these options:
  • Reset Data Filter: Clears the search and selects your own reminders again.
  • Output...: Opens the output options for the reminders.
  • Save Grid: Saves your grid layout.
  • Restore Grid: Restores your saved grid layout.

Filters Explained

Filter Description
UserThe user whose reminders are shown. Only users with the setting General > View all Reminders can change it.
SearchEnter words to find in the note, the customer or supplier, the staff member or the workflow number.

Fields Explained

Field Description
Field Chooser (*)Add or remove columns.
Due Date / @The date and time the reminder is due.
ModuleThe workflow's code, or RMD for your own reminders.
Ref No.The workflow record's number.
NoteThe reminder's note. For a workflow, it is the record's item and references.
StatusThe workflow record's status, in its colour.
Remind Date / UserHidden columns: the reminder date and the user.
Menu (...)Right-click a reminder for these options. Several reminders can be selected for Postpone and Dismiss:
  • Open: Opens the workflow record, or the Reminder window for your own reminder. Pressing Enter does the same.
  • Delete: Deletes your own reminder after you confirm ("Delete Reminder?"). Workflow reminders are deleted on the workflow.
  • Postpone...: Select Due Date or Reminder Date, then the period: 1, 2 or 3 days, 1, 2 or 3 weeks, 1, 3 or 6 months, or 1 year from now. Closed reminders are not changed.
  • Dismiss: Closes the selected reminders. Closed workflow reminders leave the list.

Reminder Window Explained

Info

The Reminder window opens with New, or with Open on one of your own reminders.

Reminder Window Buttons Explained

Button Description
ArrowsMove to the previous or next reminder. The window closes when the next one is a workflow reminder.
NewAdds another reminder.
DeleteDeletes the reminder.
SaveSaves the reminder. Changes are also saved when the window closes.
CloseCloses the window.

Reminder Window Fields Explained

Field Description
Due / @The date and time the reminder is due.
NoteThe reminder's text.
ClosedSelect to close the reminder.

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