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View Timed Reminders
Use the Reminders dialog box to view timed reminders for accounts associated to the desk that you are working. A notification appears in the Status bar that indicates the number of reminders that exist for the desk.
To view timed reminders
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Check the Status bar for reminders. The following example shows that the desk has two reminders.
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In the Status bar, click Reminders.
File Number: Unique code that the system assigned to identify the account.
Name: Name of the customer associated to the account.
Client: Name of the client who holds the account.
Balance: Balance due on the account.
Due: Date and time the reminder is due. Reminders display in date and time order.
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To display an account, in the File Number column, click the file number. The Reminders dialog box closes and the account displays.
Note: The reminder continues to appear for the desk until you dismiss it. For more information, see Reschedule or Dismiss a Timed Reminder.