ZigaForm version 5.3.5

Reminder Items List

By |2021-08-26T15:22:53-05:00March 22nd, 2018|Comments Off on Reminder Items List
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Introduction

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

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

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.

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