Reminder Items List

By |2021-07-23T16:03:36-05:00March 22nd, 2018|Comments Off on Reminder Items List

Introduction

A Reminder Item is 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 listed in the Reminder Item List.

Form Access

  • From the main menu, click Company | Reminder Item List.

Usage

Perhaps the easiest way of using the commands available in this list is through its right click menu.

  • To create a 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 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.

Creating a New Reminder

  1. Right click anywhere in the list and choose New Reminder from the pop-up menu.  The “Add Reminder” form will appear.  Setup the new reminder as described in the related topic, “Reminder List”.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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