The Reminder Items List is where all of the reminders created within Total Office Manager are stored. a product created by using a Reminder. Consider a reminder as the tool used to build reminder items. All of the various reminder items are then displayed in the Reminder Item List.
Form Access
From the main menu, click Company | Reminder Item List.
Reminder Items List File Path
Usage
Perhaps the easiest way of using the commands available in this list is through its right-click menu.
Reminder Items List Menu Options
To create a new reminder, right-click anywhere and choose New Reminder from the pop-up menu.
To edit a reminder, right-click on it and choose Edit Reminder from the pop-up menu.
To view a transaction, right-click on it and choose View Transaction from the pop-up menu.
To generate a transaction, right-click on it and choose Generate Transaction from the pop-up menu.
To delete a reminder item, right-click on it and choose Delete Reminder Item from the pop-up menu.
To complete a reminder item, right-click on it and choose Complete Reminder Item from the pop-up menu.
To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.
Tips
Don’t confuse reminders with appointments. They are both handy and appear to have the same function, but there are differences. Appointments are day and time specific. Reminders are day specific only — not time specific.
The Reminder List is used to create and manage reminders for users in Total Office Manager. Think of each reminder as a tool which, once setup, is then used to produce reminder items. It is the reminder item that users are ultimately notified about when logging in to the system, or seen in the information center. Even after all reminder items have been dismissed or otherwise dealt with, users can return to the original reminder (tool) to create more reminder items.
Form Access
From the main menu, click Company | Reminder List.
Usage
Perhaps the easiest way of using the commands available in this list is through its right click menu.
To create new reminder, right-click anywhere in the list and choose New Reminder from the pop-up menu.
To edit a reminder, right-click on it and choose Edit from the pop-up menu.
To delete a reminder, right-click on it and choose Delete from the pop-up menu. Note: It may not always be possible to perform this action — inactivation may be more appropriate.
To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
Creating a New Reminder
Add Reminder
Right-click anywhere in the Customer Type list and choose New Reminder from the pop-up menu. The “Add Reminder” form will appear.
Enter a name for the reminder in the “Name” field.
Select a “Start” date.
Select a “Frequency”. The choices are:
Daily
Weekly
Every Two Weeks
Monthly
Every Two Months
Quarterly
Bi-Annually
Tri-Annually
Annually
Select an “End Date”.
If the reminder is to occur only once, the start and end dates will be the same.
Select a “Day Type”. The choices are either “Calendar Day” or “Next Business Day”.
Pick “Next Business Day” to ensure the reminder happens on a week-day (Monday – Friday).
Enter a “Description” if necessary.
Check the checkbox next to each person to remind. The “Select All” button checks the checkbox for everyone in the “Remind Who” list.
When ready, click the “Create Reminders” button. Individual “Reminder Items” will appear in the grid at the bottom of the form. These reminder items, along with all others, also appear separately in the Reminder Item List.
To mark Reminder Items as complete from within this window, check the “Completed” checkbox (the Date Completed field will automatically populate with today’s date).
The “Complete All” button checks all checkboxes in the list. Note: this is only one of several ways to complete reminder items.
The individual reminder items can be edited as necessary. Adjust the date and user of a reminder item freely. Remember, the reminder itself is sort of a tool, used to create either a single or a large batch of reminder items.
If it is ever necessary to erase all reminders from the list, the “Delete All” button will remove all with a single click.
When finished, click the “OK” button to exit the form.
Editing or Deleting a Reminder
Follow these instructions to delete or edit a reminder.
Click Company | Reminder List
Right click on the Reminder you wish to work with.
Select Delete to delete the Reminder. Select Edit to make changes to an existing Reminder.
Viewing A Reminder
Reminders can be clicked on from within the status bar or the information center. When clicked, a list of all pending reminders will appear for the user to review.
View A Reminder
Tips
Don’t confuse reminders with appointments. They are both handy and appear to have the same function, but there are differences. Appointments are day and time specific. Reminders are day specific only — not time specific.
Fill out the form below, and we will be in touch shortly.
Demo Form 121422
By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.
