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

1. Check the Status bar for reminders. The following example shows that the desk has two reminders.

2. 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.

3. To display an account in the Work Form, in the File Number column, click the file number. The Reminders dialog box closes and the account appears in the Work Form.

Note: The reminder continues to appear for the desk until you dismiss it. For more information, see Reschedule or Dismiss a Timed Reminder.

Related Topics

Account Reminders