The easiest way to create a new reminder is to drag the object to the reminder area or reminder dialog.
This works for customers, projects, invoices, services, notes, documents, and tasks.
You can also create a reminder by right-clicking on an object:
A dialog box will then open for you to enter the details of the reminder.
Comment |
Enter the information you want to appear in the reminder in the comment field. |
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Signal |
Here you can choose between a dialog box or a desktop notification. You can also choose how many minutes before the due date you want to be notified. If you do not select a time, you will not be notified in advance. |
Priority |
The priority simply helps you manage your reminders. |
For employees |
You can also send a reminder to a colleague. To do this, simply select their employee name. |